Exit Planning Institute - Find a CEPA

David Bains, CPWA®, CIMA®, CEPA®

First Vice President – Investment Officer, Senior Financial Advisor

I have nearly two decades of experience in the financial services industry and hold the Certified Private Wealth Advisor®, Certified Investment Management Advisor and the Certified Exit Planning Advisor® advanced designations to help me provide my clients with expert advice and personalized solutions. I collaborate closely with my clients and their extended families to navigate the complexities of planning. My goal is not only to provide you with financial solutions but to provide you an advisor who will help navigate your unique situations. By doing so it will provide you and your family with confidence regarding the road ahead.

My wife Cynthia and I live in Elk Grove, CA with our children, David, Amelia, Sophia and Cataleya along with our English Bulldog Walter. I believe the biggest gift a person can provide is time and support which is why I participate in several civic and community organizations as well as coaching and educating the youth through youth sports.

My Community Involvement

· Laguna Sunrise Rotary

· Cosumnes Oaks High School Junior Varsity Football Coach

· Cosumnes Service District Youth Soccer Coach

· Cosumnes Service District Youth NFL Flag Football Coach

· Next Level Sports Youth NFL Flag Football Coach

· Elk Grove Girls Softball Coach

* Wells Fargo Advisors does not provide legal or tax advice. Be sure to consult with your own tax and legal advisors before taking any action that could have tax consequences. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice in your state.

Investment and Insurance Products are:

Not Insured by the FDIC or Any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

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David Bains, CPWA®, CIMA®, CEPA®

First Vice President – Investment Officer, Senior Financial Advisor

My Community Involvement

· Laguna Sunrise Rotary

· Cosumnes Oaks High School Junior Varsity Football Coach

· Cosumnes Service District Youth Soccer Coach

· Cosumnes Service District Youth NFL Flag Football Coach

· Next Level Sports Youth NFL Flag Football Coach

· Elk Grove Girls Softball Coach

Investment and Insurance Products are:

Not Insured by the FDIC or Any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

PM-10292026-7888000.1.2

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DAVID BAINS

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