Professional Athlete Services

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Today's professional athlete is bombarded with extravagant investment propositions that for the most part are not appropriate for their current needs or are overexposing them to a level of unneeded risk. We help develop a detailed and strategic investment plan designed to map out a professional athlete's finances and help keep you on track to achieve your financial goals.

Investment planning is an important tool for the current professional athlete. Just as it is essential for a professional athlete to train hard with a professional trainer who helps them develop and refine their skill-set in the off-season, training in financial knowledge is equally important. Because just like in professional sports where one play can take you out for a game, season, or end your career as the result of an injury, one misguided hit also has the ability to take you out financially.

We are passionate about working with professional athletes because as a professional athlete, you have an incredible opportunity to get a huge financial head start on your life. We want to make sure you make the most of it and never end up in a situation where a poor investment decision has the ability to compromise your lifestyle, similar to what has happened to a large number of professional athletes in the past.

Through our Envision® planning process, we define a professional athlete's long-term financial goals, create a plan designed to fit the professional athlete's unique needs, and make any adjustments that need to be made along the way. Our goal is to put you in a position to succeed financially long after your playing career is over.

Contact us to discuss how we can create, alter, or review your current investment plan to make sure it lines up with your long-term goals. Just click on the "Contact Us" link at the top of the page or call us at (858) 456-7729 or (800) 556-0015. You can also send a direct email to [email protected]

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, FL, HI, IA, ID, IL, KS, MA, NJ, NM, NV, NY, OR, TN, TX, UT). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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