Pete Morimoto
Advisor
Pete brings over 25 years of wealth management experience serving high-net-worth families, private business owners, corporate executives, and foundations. He is known for providing exceptional client service through a strong attention to detail and innovative financial planning that aligns with each client’s long-term goals.
He earned his degree from the University of California, San Diego, and has built a distinguished career in private wealth management. Pete spent more than 21 years at Wells Fargo Advisors as a Senior Vice President and over four years as a Managing Director with First Republic Private Wealth Management.
Beyond his professional work, Pete is deeply involved in his community. He currently serves on the Betty Ford Center Council and has previously contributed his time as a board member of The Tariq Khamisa Foundation.
