David Ko
Managing Director - Investments at Wells Fargo Advisors | Brea, California, United States
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David Ko, as the Managing Director - Investments at Wells Fargo Advisors, brings over 28 years of extensive experience in wealth management and financial services. His expertise lies in guiding individuals, corporate executives, and small to medium-sized businesses through the complexities of financial planning. David is adept at helping clients identify and prioritize their short- and long-term financial goals, ensuring that they have a clear roadmap to achieve their aspirations.
In his current role, David leads key initiatives focused on retirement planning, investment strategies, and personalized financial solutions. He is particularly skilled in developing tailored investment portfolios that encompass a diverse range of asset classes, including equities, mutual funds, and fixed annuities. His deep understanding of the financial markets allows him to provide insights that help clients navigate market fluctuations and make informed decisions.
David’s commitment to client success is evident in his proactive approach to financial services. He emphasizes the importance of ongoing communication and education, empowering clients to take control of their financial futures. His leadership in sales management and personal finance has not only driven growth within his team but has also fostered lasting relationships with clients who appreciate his dedication and expertise. As a trusted advisor, David Ko continues to make a significant impact in the wealth management landscape, helping clients achieve financial security and peace of mind.
Managing Director - Investments at Wells Fargo Advisors in April 2009 to Present
Resident Director/Vice President at Merrill Lynch in December 1993 to April 2009
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Investments Planning
Retirement Planning
Investments
Financial Advisory
Financial Services
Finance
Asset Allocation
Securities
Equities
Fixed Income
Fixed Annuities
Sales Management
IRAs
Retirement
Personal Finance
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Discover more about Wells Fargo AdvisorsWhat is David Ko email address?
Email David Ko at [email protected]. This email is the most updated David Ko email found in 2026.
How to contact David Ko?
To contact David Ko send an email to [email protected]. (updated on October 29, 2024)
What company does David Ko work for?
David Ko works for Wells Fargo Advisors
What is David Ko's role at Wells Fargo Advisors?
David Ko is Managing Director - Investments
What is David Ko's Phone Number?
David Ko's phone (213) ***-*131
What industry does David Ko work in?
David Ko works in the Financial Services industry.
David Ko Email Addresses
David Ko Phone Numbers
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