JOCELYN FANTE-YIM

Senior Financial Advisor

Managing Director - Investments

Address: 5120 LAGUNA BLVD , ELK GROVE , CA 95758
Call: 916-691-5479  Fax: 916-788-4775
Email: jocelyn.fante-yim@wellsfargo.com Compose mail in a new window

My Background

Jocelyn Fante-Yim is a seasoned Senior Financial Advisor with over two decades of experience in the financial industry. Jocelyn is one of Forbes 2025 Top Women Wealth Advisors. Driven by her unwavering commitment to her clients' financial well-being, Jocelyn prioritizes gaining a genuine understanding to each of her client's unique situations and aspirations. With a keen eye for detail, she meticulously crafts tailored strategies to meet her clients' needs. Jocelyn is dedicated to building a long-term relationship with her clients, enabling her to adapt portfolios and financial strategies to their life changing circumstances. <br/><br/><br/>My passion for financial advising stems from my belief that everyone deserves the opportunity to achieve financial stability and prosperity, regardless of their circumstances. Over the years, my dedication to my clients' success has been the cornerstone of my practice. Each interaction is deeply rooted in a sincere interest of their well-being and a commitment to helping them navigate their financial journey. This genuine approach, combined with a relentless drive to improve myself and my services, has been instrumental in my growth and success. I take immense pride in the work I do. Despite my proven success, my journey is far from over, and I remain dedicated to empowering my clients to reach their full potential.<br/><br/>For more information about how I may be able to help you pursue your financial goals, please contact me.

2025 Forbes Top Women Wealth Advisors: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 - 9/30/24 (Source: Forbes.com) The Forbes Top Women Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria

My Associate(s): Natalie Chernopiski, Registered Client Associate
Securities Registered in the following states: AL, CA, HI, ID, MI, MO, NV, NY, OR, TN, WA
Insurance licensed in the following states: CA (Lic. # 0E20779)
JOCELYN FANTE-YIM: Financial Advisor: Wells Fargo Clearing Services, LLC