SAN DIEGO, CA Branch
Phone: 858-248-8880 | 800-223-3843 Fax: 858-248-8801
About Our Branch
Here you'll find a wealth of information about our Financial Advisors' capabilities and how we can help you reach your financial goals.<br/><br/>With over 20 years in the industry, the branch manager, Toby Ferner, works hard every day to ensure there is no better place for our financial professionals. Toby manages both the Rancho Bernardo and Temecula PCG locations. Helping his clients build, manage, protect, and transition their wealth is a solemn responsibility. Toby believes it requires the best-trained and best-supported financial advisors who always put their clients' interests first. We start by uncovering each client's unique goals and then implement a custom and comprehensive wealth plan to help achieve their financial goals through the core aspects of investment planning.<br/><br/>Attracting, developing, and empowering financial professionals to be better versions of themselves is Toby's main focus, along with building lifelong relationships with his own clients. The connections forged with his advisors and clients are based on a genuine desire to understand their unique situations and goals, to express himself clearly and concisely, and to make a positive and sustainable difference in their practices and their lives.<br/><br/>The Rancho Bernardo office is actively growing and recruiting. The office is located in the heart of Sabre Springs on the 5th floor of a Class A office tower with refined, updated offices and conference rooms. The office includes amenities like full-service restaurants, coffee shops, ample meeting space, concierge services, health and wellness space, and an indoor-outdoor bar.<br/><br/>Contact Toby today at 858-248-8880 or by email toby.ferner@wellsfargoadvisors.com.
