Steven Solis | Private Banker | Laguna Niguel, CA | U.S. Bancorp Wealth Management

Steven Solis

Wealth Management Banker
U.S. Bank

949.363.3025

Primary Office
30000 Town Center Dr
Laguna Niguel, CA 92677

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About Me

It is my pleasure to serve the financial needs of people in the Laguna Beach, Laguna Niguel and Laguna Hills area. I started in the financial industry in 1991 and became a Wealth Management Banker in 2005. I hold a Bachelor of Science degree in finance from the California State University, Fullerton in Fullerton, California. NMLS #520710.

I want to make managing your finances as easy as possible for you. As your Wealth Management Banker, I will partner with an investment professional to bring 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.

I spend my time outside of work serving on the board of the Employee Development Network. I am also a member of the non-profit service organization, Habitat for Humanity. In my free time, I enjoy traveling, golfing and tennis.

Area of Focus

Premium Banking Services

Home Mortgages

Home Equity Line of Credit

Secured and Unsecured Lines of Credit and Loans

Savings and Cash Management

Financing Strategies

Commercial Real Estate Loans

My Offices

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.