Investment Mgmt in Westlake Village
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Westlake Village - Investment Mgmt

Specialties: Financial Advisor - Wealth Management - Investment


Scott Hansen
Senior Vice President & Regional Manager - Wells Fargo Private Bank

Through planning with a team of local experts, we deliver customized solutions for wealthy clients helping them achieve their wealth, philanthropic and legacy goals while minimizing their exposure to risk.



    2829 Townsgate Road
Westlake Village, CA  91361-3014
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  Profession Investment Mgmt
  Specialty Financial Advisor - Wealth Management - Investment
  Group WLK1 [H - EC]
  Business Name Wells Fargo Private Bank
  Title Senior Vice President & Regional Manager
  Address 2829 Townsgate Road
Suite 215
Westlake Village, CA 91361-3014
  Work Phone (805)777-8369
  Fax (805)371-5858
  Web Site www.wellsfargo.com
  Member 1-Sheet Click to view
  Member Since 1/2007
 
Wells Fargo & Company is a diversified financial services company providing banking, insurance, investments, mortgage and consumer finance through almost 6,000 stores, the internet and other distribution channels across North America and internationally.
 
We provide a comprehensive wealth management relationship that includes a consolidated wealth plan, coordination among specialists across various disciplines, and ongoing communication with our clients.
 
High net-worth individuals, families, charities and foundations.
 
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  Member 1-Sheet Click to view
   
  Social Clubs Spanish Hills CC
   
  Charities The Wellness Community
Big Brothers Big Sisters-Ventura County
   
  Graduate Degrees PFP Designation, CFP Certificant
   
  College Degrees UC-Santa Barbara, BA (English) 1990
   
  Speaking/Teaching
  Experience
Adjunct Professor, CA Lutheran University School of Business
   
  Organizations Financial Planning Assoc., Planned Giving Coun., CPA/Law Society
   
 


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