Elizabeth Kilmer | Financial Advisor | San Diego, CA | U.S. Bancorp Wealth Management

Elizabeth Kilmer

Wealth Management Advisor
U.S. Bancorp Investments
CWS®

858.427.6797

Primary Office
4195 Genesee Ave
San Diego, CA 92111
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About Me

It is my pleasure to serve the financial needs of people in the San Diego County area. I started in the financial industry in 2000. I hold a Bachelor of Science degree in psychology from San Diego State University in San Diego, California and a Master of Science degree in international business from St. George's University in Grenada. California Insurance License #0D03198.

I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.

My time outside of work is spent serving on the board The Children's Initiative, which is a non-profit organization dedicated to improving the lives of children in the San Diego County, and I also serve on the board of the Boys and Girls Club of San Diego. I take pride in the relationships that I have built with both organizations. In my free time, I am a room mom for my son's second-grade class, I love to run long distances and have completed several marathons, I also enjoy traveling, learning about new places and meeting new people.

Area of Focus

Investment Planning

Insurance Protection Planning

Retirement Plan Distribution Planning

Executive Compensation Planning

Business Succession Planning

Charitable Gifting Strategies

Executive/Trustee Planning

Legacy Planning

Goals Based Wealth Management

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.