1. H.H. (Tres) Wallower, Vice President- Investments, Wells Fargo Advisors, LLC

    Santa Barbara, CA, United States

    Works with investors in developing portfolios that blend financial objectives with ethical/social criteria. Assists investors in selecting and reviewing professional portfolio managers who employ socially responsible criteria.


Many financial planners advise businesses and institutions in addition to individual investors, and may have earned one or more of the following professional designations: