Wells Fargo

Roman Catli, Financial Advisor

Welcome to my Web site, where you'll find a wealth of information and learn how I work with clients to build, manage, protect and transfer wealth for high net worth clients and businesses.  In addition, my site offers a wide variety of useful information, including calculators, articles, a portfolio tracker, and E-Seminars which can found in the learning center. You will also find information on Wells Fargo Advisors' innovative ENVISION plan and Diversified Stock Income Plan.

I hope your visit will help you understand the opportunities and potential rewards that become available when you take a proactive approach to your personal and business situation.  The website is comprehensive and I believe a valuable tool for your financial plan. Investments come in a variety of options, I can help you pinpoint specific investments strategies based on your risk tolerance and objectives through proper asset allocation and investment selection. 
Calculators

Credit Card Debt

How Long Will It Take to Pay my Balance?

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

More Calculators →

Newsletters

Lessons from a Perilous Year

In retrospect, 2011 was a formidable year for catastrophes. Small businesses can be hit hard when extreme weather or a natural disaster causes damage or forces a temporary closure. This article considers the importance of adequate insurance protection and ways to help reduce uninsured losses.

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

Using Living Benefits for Retirement Income

Many Americans are finding it difficult to predict how much they can save by retirement. Because traditional pensions are available to just one out of three workers today, a potential way of creating a guaranteed income stream in retirement is to purchase the guaranteed living benefits that are available with some variable annuities.

The Financial State of the States

Many state and local governments have struggled with lower tax receipts and large budget deficits — during and after the recession. This article offers a closer look at the financial pressures facing the states and how the methods used to address budget shortfalls could ultimately serve as a drag on the national economy.

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