Brings an analytical, client-advocate mindset to financial planning, helping individuals and families navigate life’s most important financial transitions with clarity and intention.
Joined Lido: 2025
Homebase: San Ramon, CA
Professional Focus: Focused on helping young professionals build strong financial foundations and guiding pre-retirees as they develop strategies to maximize income while preserving long-term asset longevity. Wes also brings expertise working with professionals in the technology industry, helping them navigate stock options, RSUs, and acquisition-related complexities.
Education: B.S., Criminology and Law & Society, University of California—Irvine
Previous Work Highlights: Joined Fountainhead Advisors in 2018 as a Senior Financial Strategist prior to its partnership with Lido in 2025. Earlier in his career, Wes worked in various financial strategist roles at Fremont Bank and Union Bank, as well as an Insurance Broker at MassMutual Northern California.
Personal Facts: Based in the San Francisco Bay Area, Wes draws inspiration from his upbringing in a family of entrepreneurs, where he learned the importance of planning with the end in mind.
