Adam Perez | Financial Advisor | San Jose, CA | U.S. Bancorp Wealth Management

Adam Perez

Wealth Management Advisor
U.S. Bancorp Investments


Primary Office
1399 Foxworthy Ave
San Jose, CA 95118

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About me 

It is my pleasure to serve the financial needs of people in the San Jose and South Bay areas. My experience in the financial industry started in 2000 and I became a Wealth Management Advisor in 2010. California Insurance License #0E16633. 

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.

Outside of work, I am a volunteer at Archbishop Mitty High School, and in my free time, I enjoy going golfing, traveling and spending time with my family.

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.