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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.
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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

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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

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Retirement Planning

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Investment Planning

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Estate Planning Strategies

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Pricing Models

Fees and Commissions Information

Proof of License

BrokerCheck
SEC Profile
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San Jose, CA
Nick Pagonis
Financial Advisor
Financial Advisor at
Wells Fargo Advisors
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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
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