Adfi_logo
HomeMarketplaceNick-Pagonis

Nick Pagonis | Financial Advisor

Profile img for Nick Pagonis, financial advisor at Wells Fargo Advisors
San Jose, CA
Nick Pagonis
Financial Advisor
Financial Advisor at
Wells Fargo Advisors

Verified Identity

Important Disclosures

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 your full financial picture—from personal values to long-term aspirations. Through clear communication and tailored strategies, we make complex financial decisions accessible and meaningful. With aligned interests and a commitment to integrity, we build lasting partnerships that support you through every stage of life.
More

Specialties and Expertise

7
Retirement Income
High Net Worth Planning
Tax Minimization Investment Strategies
Portfolio Construction
Cash Flow Analysis
Succession Planning
College Planning

Clientele

8
High Net Worth Individuals
Wealthy Families
Tech Employees
Corporate Executives
Retirees
Surviving Spouses
Ultra High Net Worth Individuals
Professional Athletes

Credentials and Designations

1
credentialsImg

Master of Business Administration

Education

2
Santa Clara UniversityMBAYear Obtained: 2004
Sonoma State UniversityBachelors of ScienceYear Obtained: 2000
Quick Facts About Nick
Years of Experience:25 yearsMember since:2025Number of clients:300

Services Provided

How I help my clients

Investment Management

service_img
More

Retirement Planning

service_img
More

Investment Planning

service_img
More

Estate Planning Strategies

service_img
More

Pricing Models

Fees and Commissions Information

Proof of License

BrokerCheck
SEC Profile
profile_picture
San Jose, CA
Nick Pagonis
Financial Advisor
Financial Advisor at
Wells Fargo Advisors
AdvisorFinder Disclosure
To maintain a verified listing on this Website, a financial firm or financial professional must pay a subscription fee to AdvisorFinder (please click here for details). AdvisorFinder is not a client of any firm or advisor listed on this Website (advisors are subject to this agreement). Fees are not specifically payable in consideration of any “endorsement”. AdvisorFinder search results are conferred based on standardized and automated factors without regard to any financial firm compensation to AdvisorFinder. However, the compensation paid by a financial firm or financial professional to AdvisorFinder creates a material conflict of interest of which prospective clients of a financial firm should be aware.
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.
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: 11-12-2025
@ 2025 AdvisorFinder LLC. All rights reserved.

Browse our Site

Find a Financial AdvisorHow it WorksHow to Choose an AdvisorSupport CenterAdvisorFinder Blog Posts

Find Advisors by Industry

Financial Advisors for Real EstateFinancial Advisors for BusinessFinancial Advisors for HealthcareFinancial Advisors for TechFinancial Advisors for LegalFinancial Advisors for MilitaryFinancial Advisors for FinanceFinancial Advisors for Other

Find Advisors Based on Needs

Investment ManagementPlanning For RetirementEstate PlanningManaging New WealthManaging Equity CompensationTax PlanningSaving Up For A HouseBusiness Ownership Guidance

Find Advisors Based on Location

Financial Advisors in CaliforniaFinancial Advisors in FloridaFinancial Advisors in VirginiaFinancial Advisors in New YorkFinancial Advisors in TexasFinancial Advisors in GeorgiaFinancial Advisors in North Carolina

Follow Us

Cookie PolicyTerms and ConditionsPrivacy PolicyPromoter Disclosure
AdvisorFinder (“AF”) receives cash compensation from the listed financial advisors. The cash compensation may be in exchange for contact inquiries or a subscription fee for a verified listing on this Website. AF is not an advisory client of any of the advisors it refers you to. AF has a conflict of interest because it has a financial incentive to refer you first to its paying customers (please click here for details ). AF search results are conferred based on standardized and automated factors.
AdvisorFinder does not provide and does not intend to provide investment or legal advice through this Website. Information contained on this Website is for informational and educational purposes only. Third-party links and resources are provided for your convenience, and have not been independently verified by AdvisorFinder. AdvisorFinder is not responsible for the accuracy or viability of the information or services offered through third-parties. Inclusion of links to third-party content is not an endorsement by AdvisorFinder of such content or services. Use your discretion. AdvisorFinder does not manage client funds or hold custody of assets. AdvisorFinder does not claim to vet or qualify the advisors listed on this Website.