From Dreams… To Goals… To Flexibility… To Confidence

Senior Vice President – Investment Officer

Senior PIM Portfolio Manager

Luis Orama has over 28 years of experience in the financial services industry and specializes in client-centered problem solving for individuals, small business owners, doctors, and non-profit organizations. Luis’s passions are values-based investing and addressing the various sustainable development issues that we face today.

He customizes diversified portfolios and eMoney plans for clients that help align their investments with their core goals and values. A native of Cleveland, OH, Luis attended The Ohio State University, where he earned his Bachelor of Science degree, with a triple major in Business.

His education continued as he attended the University of California in Irvine, and was awarded the prestigious Certified Financial Planner™ practitioner certification from the CFP® Board of Standards, Inc. In addition, he obtained the Chartered Retirement Planning Counselor^SM designation from the College for Financial Planning.

Away from the office, Luis is a golf enthusiast. He is passionate about diet and physical fitness. He enjoys hanging out with his family and playing fetch with his dog, Ziggy.

 

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

Brandon Day is a Senior Vice President – Investment Officer who has more than 20 years of experience in the financial services industry. Brandon focuses on comprehensive retirement and investment planning, and believes a good investment program enhances personal wealth by striving to increase income, consistent with each client’s risk tolerance. Once he fully understands his client’s goals, he recommends an appropriate investment program and reviews it on a timely basis.

Before joining Wells Fargo Advisors, Brandon served his clients as an Assistant Vice President with Merrill Lynch’s Private Client Group. His experience in the business includes working as a Rule 144 specialist for two years at Morgan Stanley Dean Witter. He holds FINRA Series 7, 63, 65 and 31 securities registrations and applicable insurance licenses. Brandon earned a Bachelor of Arts degree from San Diego State University, holds the Accredited Asset Management SpecialistSM designation, and is a Certified Divorce Financial Analyst®. Outside of the office, he and his wife of 25 years, Sharon, enjoy the beautiful California outdoors. Together, they work on promoting free market principles to children and minority communities through charities they support.

 

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, our Client Associate, has over 10 years of experience in financial services. Prior to joining Wells Fargo Advisors in 2021, he worked as a senior banker in several Wells Fargo Bank branches throughout Orange County.

He’s passionate about building relationships with clients and serving as their dedicated point of contact.

Bobak has a Bachelor’s degree from the University of California, San Diego and holds FINRA Series 6 and 63 registrations. In addition, he has a Master’s degree from Pepperdine University in Management and Leadership.

While away from the office, he enjoys travelling, hiking, yoga, swimming, studying history, composing music, and spending time with friends and relatives.

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