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Joseph F. Eschleman, CIMA®
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400 Capitol Mall, Suite 1700
Sacramento, CA 95814

Direct: (916) 491-6327
Toll Free: (800) 877-7783

Website :

Email :

Joseph F. Eschleman, CIMA®, currently serves as a Managing Director - Investment Officer with Wells Fargo Advisors, LLC. Mr. Eschleman provides primarily fee-based financial and investment consulting that includes, but is not limited to, the following:

  • Individual investment and retirement plans
  • Business and corporate retirement plans
  • Ongoing business and personal wealth and investment management services

Mr. Eschleman currently advises on over $200 million in client assets, as of May 2011. Since acquiring his Certified Investment Management Analyst (CIMA) designation in 2003, Mr. Eschleman has attracted corporate and retail clients who have needs that include:

  • Full service pension and profit sharing administration and analysis
  • Employee benefits education
  • Asset allocation and investment management planning
  • Development and management of ERISA-qualifying corporate retirement plans

In his career, Mr. Eschleman has been a featured writer in Sacramento’s Senior Magazine, and has been a repeated featured television guest, addressing various investment planning and economic issues, for Dan Elliott and Keba Arnold on KXTV News 10, Sacramento’s primary ABC affiliate. He has also been interviewed on numerous occasions by Nannette Miranda, of KGO-TV, a San Francisco ABC affiliate. CAR #0212-5001.

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