Learn About Me

James Choplin, MBA

Financial Advisor

As a Financial Advisor with Wells Fargo Advisors, I can offer you a wide range of services, from helping you select individual investments to developing a retirement plan. With access to a broad array of resources - including Wells Fargo Investment Institute research analysts and economic and market strategists - I can help you make informed investment decisions based on your specific needs.

Contact me if you'd like me to help you develop strategies for pursuing your financial goals.

Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.

Certificates

MBA

What We Do

Our Services

Your investments should work together to help you reach your financial goals. You have access to many investment products and services. Here are some we offer to help you build your plan for the future and for now.
Phone and letter

Helping Clients Succeed Financially

It’s natural — and wise — to examine your financial outlook. A Financial Advisor can provide the advice and guidance you need to focus on your goals. We can help you start planning now for the future. We are backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies.

Handshake icon

Bringing Confidence to Your Investment Planning

We help clients pursue their investment goals with sound financial strategies. You deserve a personal, tailored plan. Lasting, meaningful, and open relationships are the foundation of our practice. You’ve worked hard for your money and should feel confident with your investment choices as you make decisions for your financial future.

puzzle

From Dreams… To Goals… To Flexibility… To Confidence

Our goal is to help you take a proactive approach to your personal financial situation. We are dedicated to helping you make sound decisions for your financial future. Helping you gain a better understanding of investing, retirement, estate planning strategies, and wealth preservation. Most importantly, we hope you see the value of working with us to pursue your financial goals.