Jeffrey Trueman | Financial Advisor | Walnut Creek, CA | U.S. Bancorp Wealth Management

Jeff Trueman

Wealth Management Advisor
U.S. Bancorp Investments


Primary Office
2890 N. Main Street
Walnut Creek, CA 94597

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About Me

It is my pleasure to serve the financial needs of people in the San Francisco Bay Area. I started in the financial industry in 2005 and became a Wealth Management Advisor in 2015. I hold a Bachelor of Arts degree in psychology from San Francisco State University and a Master of Arts degree in psychology from Golden Gate University in San Francisco, California. I am fluent in Portuguese. California Insurance License #0E90563.

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.

In my time outside of work, I serve on the board of The Danville Half Marathon and I am also an active member of my church and a supporter of youth soccer and swim teams. In my free time, I enjoy running, traveling and spending time with my six kids.

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

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.