Monika Gupta | Financial Advisor | Huntington Beach, CA | U.S. Bancorp Wealth Management

Monika Gupta

Wealth Management Associate
U.S. Bancorp Investments
Primary Office
20052 Brookhurst Street
Huntington Beach, CA 92646

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About Me 

It is my pleasure to serve the financial needs of people in the Huntington Beach area. I started in the financial industry in 2003. I hold a Bachelor of Arts degree in sociology from the University of Toronto, in Toronto, Canada and I am fluent in Hindi. California Insurance License #OE32158. 

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.

Outside of work, I enjoy spending time with my friends and family and watching movies. 

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.