DA
CFP
DA
CFP

Dean Akazawa

40 Years of Experience
Orinda, CA
Broker

Dean Akazawa is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Orinda, CA, with 40 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

2 Theater Square, Suite 210, Orinda, CA, 94563

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Dean owns rental properties in Honolulu, HI, since 2020 and 2023, dedicating minimal time to these activities. He is also a finance committee member for Santa Maria Catholic Church and Grand Knight of Knights of Columbus, spending minimal time on these roles.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
May 2025 - Present · 1 yr
Wells Fargo Advisors
May 2025 - Present · 1 yr
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
May 2008 - May 2025 · 17 yrs
Wells Fargo Advisors
May 2008 - May 2025 · 17 yrs
UBS Financial Services INC.
July 1997 - June 2008 · 10 yrs 11 mos
UBS Financial Services INC.Broker
December 1988 - June 2008 · 19 yrs 6 mos
Birr Wilson, INC.Broker
July 1988 - December 1988 · 5 mos
Bws, INC.Broker
December 1987 - August 1988 · 8 mos
Thomas James Associates, INC.Broker
January 1986 - November 1987 · 1 yr 10 mos
State Registrations29 states
AKARAZCACODCFLGAHIIDILINLAMAMNMOMSNHNJNVOKORSCTNTXUTVAWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.