Wells Fargo Advisors
44yrs
Top advisor by experience in Seal Beach
8yrs
Estefania Ruiz
Financial advisor at Wells Fargo Advisors
Estefania Ruiz is a fiduciary financial advisor in Seal Beach, California, with 8 years in the industry. Estefania joined Wells Fargo Advisors in 2018, a firm offering financial planning, investment management, and retirement plan consulting. Wells Fargo Advisors reports being paid through a percentage of assets, flat fees, and commissions.
One of 157 advisors with offices in Seal Beach, and one of 150 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office3020 Old Ranch Parkway Stes 190, 150 & 140, Seal Beach, CA 90740
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2018 – nowWells Fargo Clearing Services, LLCCurrent firm
Contact Estefania
Local office(562) 493-3511Ask for Estefania. (314) 875-3000Main office · St. Louis, MO 3020 Old Ranch Parkway Stes 190, 150 & 140Seal Beach, CA 90740Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask Estefania
Tailored to Estefania’s registration and firm.
- 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
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About Estefania
How do I contact Estefania?
Call Estefania’s local office at (562) 493-3511 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Estefania Ruiz.
How long has Estefania been a financial advisor?
Estefania has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Estefania hold?
Series 66. Tap any license on this page to see what it allows.
Is Estefania a fiduciary?
Estefania is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Estefania paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Estefania for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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