Kelly Caravantes | Wealth Management Associate | Fremont, CA | U.S. Bancorp Wealth Management

Kelly Caravantes

Wealth Management Associate
U.S. Bancorp Investments

510.494.2011

Primary Office
39390 Fremont Boulevard
Fremont, CA 94538

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About Me

It is my pleasure to serve the financial needs of people in the Fremont area. I started in the financial industry in 2000 and in 2002 I became a Wealth Management Associate. I hold a Bachelor of Arts degree in political science from San Jose State University in San Jose, California. California Insurance License #0D29923.

I want to make managing your finances as easy as possible for you. I will support your U.S. Bank Wealth Management Banker and your Wealth Management Advisor in U.S. Bancorp Investments in bringing you a holistic approach to financial management. We will collaborate to understand your financial situation and propose personalized strategies to help you work toward your financial goals.

In my free time, I enjoy running, watching baseball and spending time with my family.

Area of Focus

Client Service

Research

Proactive Client Contact

Wealth Team Support

Administration

About U.S. Bancorp Wealth Management

Whether you’re just starting out or have already achieved a certain level of wealth, our Wealth Management team can help you find ways to make your money work as hard as possible to help you work toward your goals. We offer comprehensive wealth management services including retirement and financial planning, investment management, trust and fiduciary services, and private banking from U.S. Bank. We also offer retirement and financial planning, investment management, and brokerage strategies from U.S. Bancorp Investments.