Luis M. Orama Jr. brings nearly three decades of experience in the financial services industry, specializing in custom portfolio design, estate planning strategies, and comprehensive wealth planning. Luis obtained his Private Investment Management (PIM^®) certification. As a Senior PIM^® Portfolio Manager, Luis implements a dynamic combination of customization, coupled with a disciplined investment strategy on a discretionary basis. His process provides conflict-free advice based on an active approach to asset allocation and objective research. Luis is committed to helping clients build, manage, and preserve their wealth, during retirement and for future generations.

A native of Ohio, Luis earned a Bachelor of Science degree with a triple major in Business from The Ohio State University. After graduating, Luis moved to Orange County California. Luis completed his post graduate work at the University of California, Irvine, where he obtained his CERTIFIED FINANCIAL PLANNER^® certification. Luis then met the extensive training, experience, ethics and testing requirements of the CFP Board to obtain his CFP^® designation. Luis continued his education and training by obtaining his Chartered Retirement Planning Counselor^SM designation from the College for Financial Planning.

Known for his integrity, analytical insight, and client focused service, Luis works closely with individuals, families and institutions to design tailored financial strategies aligned with their goals and values.

Outside of work, Luis is an avid golfer and enjoys playing pickleball. He is a fan of NFL and college football. Luis has resided in Orange County California for 32 years but still faithfully cheers on his Ohio State Buckeyes, Browns, Cavaliers and Guardians. He finds joy in traveling with his family and spending time with his labradoodle, Ziggy.

 
CA Insurance License #: 0B91042. Resident State CA.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Brandon Day has more than 29 years of experience in financial services. He specializes in comprehensive retirement and investment planning, with the belief that a well-constructed investment strategy can enhance personal wealth by aiming to increase income, consistent with each client’s individual risk tolerance. After fully understanding his client’s goals, he recommends an appropriate investment program, provides timely reviews, and helps ensure alignment with their evolving needs.

Before joining Wells Fargo Advisors in 2002, Brandon served as an Assistant Vice President with Merrill Lynch’s Private Client Group. He also spent two years as a Rule 144 specialist at Morgan Stanley Dean Witter. Currently, he holds FINRA Series 7, 63, and 65 registrations, along with applicable insurance licenses. Brandon earned a Bachelor of Arts degree from San Diego State University and holds the Accredited Asset Management Specialist^SM designation. He is also a Certified Divorce Financial Analyst^® and a PIM^® Portfolio Manager.

Outside the office, Brandon and his wife of 26 years, Sharon, enjoy spending time outdoors in California and at their second home in Las Vegas. Together, they promote free-market principles and actively support charities that reach children and minority communities.


CA Insurance License #: 0B85430. Resident State CA.

The use of the CDFA^® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.

Bobak (Bobby) Afrasiabi has over 11 years of experience in financial services. Before joining Wells Fargo Advisors in 2021, he served as a senior banker at several Wells Fargo Bank locations throughout Orange County. He is dedicated to building lasting relationships with clients and serving as their primary point of contact.

Bobak holds a Bachelor of Arts degree from the University of California, San Diego, and a Master of Science degree from Pepperdine University. He is also FINRA Series 6, Series 7 and 63 registered.

Outside the office, Bobak enjoys traveling, practicing yoga, beachside bike rides, studying history, researching global affairs, playing the setar, and spending time with loved ones, including his rescued cockatiel, Smokey.


CA Insurance License #: 0K85443. Resident State CA.