DON PERMADI

Senior Financial Advisor

Senior Vice President - Investments

Address: 226 CROCKER PARK BOULEVARD, SUITE 200 , WESTLAKE , OH 44145
Call: 440-471-9257  |  800-262-6564    Fax: 440-925-4353
Email: Donald.Permadi@wellsfargoadvisors.com Compose mail in a new window

My Background

Don is a Senior V.P. ? Investments is a dedicated financial advisor since 1997 known for building long-term relationship based on trust, integrity, & measurable results. He manages portfolios of institutional & individual clients throughout the US with designation of PIM Portfolio Manager specializing in portfolio & asset allocation, risk & reward analysis, investment planning, security analysis & selections, options strategy, goal-based analysis, & cash flow analysis.<br/><br/>He's committed to truly understanding client?s goals, values, & life circumstances. By combining personalized strategies with deep industry knowledge, economic & investment background, he helps clients navigate complex financial decisions & stay on track toward financial independence. He takes his clients into a comprehensive self-discovery journey to find the true meaning of wealth. He believes financial planning is not just about numbers; it?s about helping people live the life they envision.<br/><br/>He began his career in wealth management where he was involved in client acquisition, investment planning, portfolio & goal analysis. He has a Master of Business Administration (MBA) from Cleveland State University. This foundation provided a strong platform to analyze financial markets, develop tax-efficient investment strategies, & deliver holistic advice tailored to each stage of life. <br/><br/>He has Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law), Series 65 (NASAA Uniform Investment Adviser Law), Series 31 (Futures Managed Funds), & Life & Health Insurance licenses. He loves volunteering, golfing, martial arts, aviation, interior design, & immersing in foreign languages

The PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.<br/>Diversification and asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns. Investors should consider the ability to continue investing through periods of low price levels.

Securities Registered in the following states: CA, CO, FL, HI, IL, IN, LA, MI, NC, NJ, NY, OH, PA, TN, TX, VA, WI
DON PERMADI: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Ohio : WESTLAKE Branch