A past member of the Financial Planning Association, Walt Hommerding is based in Newport Beach, California, where he serves with Wells Fargo Advisors, LLC. In his capacities as a Private Investment Management Portfolio Manager and Senior Vice President-Investments, Hommerding assists individuals, corporations, not-for-profit groups, and other entities with a host of services, including estate and retirement planning. With more than 25 years of experience in the financial services industry, Walt Hommerding remains dedicated to crafting individualized strategies for his clients and strives to improve their financial standing through a number of investment opportunities. Walt Hommerding began his financial services career performing audits and tax consulting for the firm now known as PricewaterhouseCoopers. He has several years of experience as CFO at a real estate company that managed multi-million dollar retail and commercial properties.

Walt Hommerding embarked on his wealth management career at Shearson Lehman Brothers in 1986. He transitioned to Kidder Peabody/Pain Webber/UBS in Newport Beach, where he continued wealth preservation and financial planning efforts. In 2000, he accepted a position at Prudential Securities, which after a series of acquisitions eventually became Wells Fargo Advisors in Newport Beach, California.

Drawing on his professional experience, Walt Hommerding aims to maximize his clients' wealth through a dynamic asset allocation strategy utilizing a core satellite financial philosophy. His investment specialties cover all product lines of stocks, mortgage-backed securities, corporate/municipal bonds, ETF's, closed-end funds, international mutual funds, and international securities. Furthermore, he customizes every plan to reflect the client's unique needs and circumstances. He meets with clients in the Wells Fargo Advisors office at 620 Newport Center Drive, Suite 1600. He encourages those interested in discussing investment strategies to email him at [email protected] or call (949) 759-4564. Prospective clients can also visit his firm's website at https://home.wellsfargoadvisors.com/wallace.j.hommerding.