Eddie Zalayet, Berit Suba and Stephanie Werden have earned the CERTIFIED FINANCIAL PLANNERTM professional certification. To earn their CFP® credential, Eddie, Berit and Stephanie have completed hundreds of hours of rigorous courses and examinations offered by various colleges and universities across the country. These courses are then followed by a 10-hour comprehensive examination administered according to the Certified Financial Planner Board of Standards. The qualification process is comprehensive array of advice and skill-based approach that distinguishes CERTIFIED FINANCIAL PLANNER™ practitioners from other professional advisors, who typically focus on only one area of a client's financial life.
CFP®, Certified Financial Planner™ are certification marks owned by the CFP® Board. These marks are awarded to individuals who successfully complete the CFP® Board’s initial and ongoing certification requirements.
Eddie Zalayet, Howard Adler and Berit Suba are Wells Fargo Advisors PIM portfolio managers. The PIM program is a customized portfolio management program geared toward meeting our clients’ specific investment goals. As PIM portfolio managers, Eddie and Howard have met stringent criteria based on experience and expertise and acts as your personal portfolio manager.
The Private Investment Management (PIM) program is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.
The Zalayet, Adler & Suba Private Wealth Management Group of Wells Fargo Advisors has been recognized as a Top Wealth Management Team in 2022 and 2023.
The Forbes Top Wealth Management Team rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Berit Suba has been recognized as a Best-In-State Women Wealth Advisor in 2023. The Forbes Best-In-State Women Wealth Advisors rating algorithm is based on the 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 was used for the rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Eddie Zalayet has been recognized as a Best-In-State Wealth Advisor by Forbes in 2019, 2021, 2022 and 2023.
The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Berit Suba was part of the inaugural class to earn her CSRIC™ designation in 2019. Stephanie Werden obtained hers in 2021. The Chartered SRI Counselor™ (CSRIC™) professional designation is a groundbreaking certification in the fast-growing field of sustainable, responsible and impact investing (SRI). This designation is the first major financial credential dedicated specifically to sustainable investing.
Berit Suba has earned her CRPC® designation which focuses on building an in-depth knowledge of clients' needs both before and after retirement. As a Chartered Retirement Plan Counselor, she focuses on client centric problem solving as she assists clients with the holistic retirement planning process. This includes planning for multiple financial objectives, identifying sources of retirement income, building personal savings, taking advantage of employer-sponsored retirement plans, planning for tax efficient investing, projecting and meeting retirement cash flow needs, asset management and estate planning.
Eddie Zalayet is a Wells Fargo Advisors’ Platinum Council Advisor. Eddie has achieved this distinction each year 2011-2023. Howard Adler has been named a Platinum Council Advisor each year 2021-2023 and Berit Suba has been named a Platinum Council Advisor each year 2022-2023. The Platinum Council (previously known as Premier Advisor) distinction is held be a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.