Krista M. Picco, MBA, CIMA
Senior Financial Advisor at
Wells Fargo Advisors
Years of Experience
20 years
Member Since
2024
Allow Me to Introduce Myself
One thing I want my clients to know about me is...
I believe open and direct communication is foundational in the planning process.
Clientele
Services Provided
Retirement Planning
Investment Planning
Estate Planning Strategies
Insurance
Specialties and Expertise
Credentials and Designations
Master of Business Administration
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Certified Investment Management Analyst®
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Pricing Models
Education
University of Connecticut
MBA in Finance
Obtained in 2008
University of Pennsylvania’s Wharton School of Business
Certified Investment Management Analyst
Obtained in 2003
Gonzaga University
BA in Business Administration with an International Business concentration
Obtained in 1998
Advisor Links
Disclosures and Proof of License
Advisor Disclosure
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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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 of Any Bank Affiliate
- Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested