wealth management banker in Beverly Hills Eli Wolstan
9595 Wilshire Blvd
Beverly Hills, CA 90212
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It is my pleasure to serve the financial needs of people in Beverly Hills and Century City. My experience in the financial industry started in 2012 and I became a Wealth Management Banker in 2021. California Insurance License 0J04806.
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.
Outside of work, I volunteer with SEE Organization and Exceptional Children's Foundation. In my free time, I enjoy traveling with my wife, Rachel, and our 20-month old son, Joshua, catching up on concerts, playing electric guitar, and participating in Spartan Races or doing swim laps and riding my bike.
Area of focus
Premium banking services
Home equity line of credit
Secured and unsecured lines of credit and loans
Savings and cash management
Commercial real estate loans
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.