JOEL J. REMMENGA

Director

Professional Details

• 40+ years investment industry experience
• BS, Business Administration – California Lutheran University
• Affiliated with Wells Fargo Advisors since 1987
• Formerly Managing Director with Wells Fargo Advisors
• Series 7, 8, 9, 10, 63, 65 registrations, variable annuity and life insurance licensed CA Insurance License 0A62015 Resident State CA

I arrived in Thousand Oaks in 1978 as a freshman at California Lutheran University on a track scholarship. While pursuing a degree in Business, I took several investing courses and quickly realized that financial markets and investment strategy were a natural fit for my interests and skills. That realization became the foundation for what has grown into a lifelong career in wealth management.

After graduating with honors four years later, I began my professional journey as a Financial Advisor with a small regional firm in Woodland Hills. In 1987, I felt it was the right time to join a larger firm in Westlake Village – a move that began my long-standing career with Wells Fargo Advisors and its predecessor firms.

Today, I am proud to be part of Westlake Private Wealth Management, a Wells Fargo Advisors Financial Network practice. This structure allows me to offer clients enhanced flexibility, broader resources, and a wider range of investment solutions, while remaining with the trusted platform of Wells Fargo Advisors.

My primary goal is to deliver highly personalized investment advice tailored to each client’s unique goals, objectives, and priorities. I work closely with every client to clearly define their financial objectives and then design and implement customized investment strategies to help achieve them. These strategies may include a broad range of financial instruments – from traditional stocks, bonds, and mutual funds to innovative exchange traded funds (ETFs) and managed money solutions. I take great pride in helping clients pursue the strongest possible investment outcomes while staying aligned with their specific needs and long term vision.

I am honored to have been named a Forbes Best In State Wealth Advisor in 2026, a recognition I believe reflects my commitment to thoughtful advice, disciplined investing, and exceptional client service. I am also a long standing member of the Wells Fargo Advisors Platinum Council, a distinction I have earned consistently from 1998 through 2026.

Beyond my professional life, family remains my greatest source of pride. My wife, Ann, and I have lived in Santa Rosa Valley for more than 35 years. We have two adult daughters and three grandchildren who live nearby. We are a close knit family and enjoy spending time together through sports, fitness activities, and travel. Our family has evolved and grown significantly since Ann and I were married in 1983, and we are deeply grateful for all that it has become.

2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026: Data complied by SHOOK Research LLC based on the time period from 6/30/24-6/30/25 (Source: Forbes.com). The Forbes Best-In-State Wealth Advisors rating algorithm is based on 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 used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures.