Rathwick Company, LLC

Wells Fargo Advisors, located in Fresno, CA, operates as a registered broker-dealer and non-bank affiliate of Wells Fargo Company, providing a range of investment and insurance products. Their team of experienced financial advisors is dedicated to assisting clients with personalized financial strategies tailored to individual goals. The firm emphasizes the importance of investment risks, making it clear that products are not insured by the FDIC or any federal government agency. Clients are encouraged to be informed about their investments and the potential for loss of principal amount invested. Generated from the website

UBS Financial Services Inc. is a leading wealth management firm with over 160 years of experience, dedicated to understanding clients' priorities and helping them achieve their financial goals. The firm emphasizes the importance of lasting relationships and quality client service, supported by a team of top financial advisors across its branches. Jaspreet Jesse Puri serves as the Executive Director and Market Director at UBS's Encino Valencia and Bakersfield Wealth Management Offices, leveraging his extensive experience in the financial services industry. Alongside him, Lisa Monica, the Director and Admin Manager, is committed to enhancing team support and client satisfaction, ensuring a strong service-driven culture within the organization. Generated from the website