Realta Investment Advisors
46yrs
Top advisor by experience in Orinda
39yrs
Dean Kazuto Akazawa
Financial advisor at Wells Fargo Advisors
At a glance
Experience39 years (since 1988)
How that compares ?Top 4% by experience in California
Office2 Theater Square Suite 210, Orinda, CA 94563
How the firm is paid ?Percent of assets, Flat fee, Commissions
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- May 2025 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2008 – 2025Wells Fargo Clearing Services, LLCPreviously
- 1997 – 2008UBS Financial Services Inc.Previously
Questions to ask Dean
Tailored to Dean’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Dean
How do I contact Dean?
Call Wells Fargo Advisors at 314-875-3000 and ask for Dean Kazuto Akazawa. Dean works from the Orinda, CA office.
How long has Dean been a financial advisor?
Dean has been in the industry since 1988, about 39 years. Top 4% by experience in California.
What licenses does Dean hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Dean a fiduciary?
Dean is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Dean paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Dean for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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