Ian Treacher

Director

Phone: 805-476-0742

[email protected]

Professional Details

16 years investment industry experience
BA, International Relations and Political Science – University of Southern California
Affiliated with Wells Fargo Advisors Financial Network since 2026
Formerly Managing Director with Wells Fargo Advisors, Vice President and Branch Manager with Morgan Stanley
Series 7, 66, 9, 10 registrations CA Insurance License 0H19518 Resident State CA

My path to becoming a Financial Advisor serving successful business owners, retirees, and multigenerational families was not a conventional one.

After earning dual Bachelor's degrees in Political Science and International Relations from the University of Southern California in 2004, I spent six years working abroad as a teacher in Prague, Seoul, and Beijing. But in 2010, I returned home to California and began my career as a Financial Advisor in the midst of the Great Financial Crisis. Starting my career during such a pivotal time engrained in me the importance of maintaining a disciplined long-term perspective. That principle continues to guide the advice I provide today as I help clients navigate complex financial decisions and pursue their goals with confidence.

My wife and I have called the Central Coast home since 2016 and have raised our son here in this great community. I’ve focused on giving back to that community through service in our local Rotary club and in leadership roles with several nonprofit organizations.

Outside the office, I enjoy spending time with my family and exploring California's outdoors through hiking, camping, and skiing.

Ian Treacher Family Photo

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 or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

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For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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