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Nick Pagonis

Nick Pagonis

San Jose, CA
Verified Identity

Financial Advisor at

Wells Fargo Advisors

Years of Experience

25 years

Number of Clients

300

Member Since

2025

Allow Me to Introduce Myself

Orchard Valley Wealth Management Group of Wells Fargo Advisors is founded on trust, clarity, and purpose. Our team of experienced professionals is dedicated to helping individuals, families, and business owners achieve their financial goals with confidence. We take a holistic approach, considering y...

One thing I want my clients to know about me is...

I work within a team that brings together a diverse set of skills and perspectives to help ensure every aspect of your financial life is carefully managed.

Clientele

High Net Worth Individuals
Wealthy Families
Tech Employees
Corporate Executives
Retirees
Surviving Spouses
Ultra High Net Worth Individuals
Professional Athletes

Services Provided

Specialties and Expertise

Credentials and Designations

Pricing Models

Education

Santa Clara University

MBA

Obtained in 2004

Sonoma State University

Bachelors of Science

Obtained in 2000

Disclosures and Proof of License

SEC Profile

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.

Member FINRA/SIPC

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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
Profile Last Updated: November 12, 2025