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Maria Klahejian
Financial Advisor, CFP® - Investments at Wells Fargo Advisors
Maria Klahejian is an experienced financial professional currently serving as an AVP (Assistant Vice President), Financial Advisor, and Certified Financial Planner (CFP®) at Wells Fargo Advisors.2 She is based in Pasadena, California, and operates from the office located at 82 S Lake Ave, Pasadena, CA 91101.13
Professional Experience
With a career in finance spanning nearly two decades, Maria Klahejian began her journey in the financial industry in 2003.4 Throughout her tenure, she has gained extensive experience in various aspects of financial services and banking.
Responsibilities and Expertise
As a Financial Advisor at Wells Fargo Advisors, Maria's primary focus is on managing assets for a diverse clientele, including:
- Individuals
- Trusts
- Retirement plans
- Charitable organizations
- Business owners2
Her role involves providing comprehensive financial guidance and tailored investment strategies to help clients achieve their financial goals.
Qualifications and Credentials
Maria Klahejian holds several important credentials that demonstrate her expertise in the field:
- Certified Financial Planner (CFP®) designation
- Registered as an Investment Advisor Representative (IAR)
- Registered Representative (RR)4
These qualifications underscore her commitment to maintaining high professional standards and staying current with industry best practices.
Contact Information
For those seeking financial advice or looking to connect with Maria Klahejian professionally, she can be reached at:
- Phone: 626-568-4977 or 866-281-7436
- Email: Maria.Klahejian@wellsfargo.com1
Maria Klahejian's LinkedIn profile, with the username maria-klahejian-17044872, offers additional insights into her professional background and accomplishments in the financial services industry.
Highlights
Writing a will isn't just for the wealthy - estate planning helps you decide what happens next and can be beneficial for anyone.
Excited to share that LifeSync® in the Wells Fargo Mobile® app is a finalist for the 2024 Money Management Institute and Barron's Industry Awards for Digital Innovation. This category honors new technological innovation (or specific enhancement to an existing platform or tool) by a wealth management firm.
2024 Money Management Institute (MMI) Industry awards finalists: named August 2024; winners to be announced October 2024; Data Compiled by MMI based on the time period from June 2023 – May 2024. The MMI finalist ranking is based on programs and initiatives that advance digital innovation. This rating is not related to investment advice.
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