wealth management advisor in Aptos Richard Delaney
96 Rancho Del Mar
Aptos, CA 95062
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It is my pleasure to serve the financial needs of people in Santa Cruz County. My experience in the financial industry started in 2005 and I became a financial advisor in 2006. I hold a Bachelor of Arts degree in mathematics and a Bachelor of Science degree in engineering from Trinity College Dublin, Ireland. California Insurance License #0E95162.
I want to make managing your finances as easy as possible for you. As your financial 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 free time, I enjoy mountain biking, traveling, camping, kayaking, kiteboarding, and spending time with my wife and kids.
Area of focus
Insurance protection planning
Retirement plan distribution planning
Executive compensation planning
Business succession planning
Charitable gifting strategies
Goals-based wealth management
About Wealth Management from U.S. Bank and U.S. Bancorp Investments
Our integrated wealth management approach gives you access to a dedicated wealth professional, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank wealth specialists offer trust and estate and wealth management banking services while our U.S. Bancorp Investment professionals provide wealth planning, investments and insurance support.