Carlos Naranjo | Financial Advisor | Chula Vista, CA | U.S. Bancorp Wealth Management

Carlos Naranjo

Wealth Management Advisor
U.S. Bancorp Investments

619.409.1206

Primary office
399 H Street
Chula Vista, CA 91910

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About me

It is my pleasure to serve the financial needs of people in the Chula Vista, Eastlake and South Bay areas. I started in the financial industry in 1999 and became a Wealth Management Advisor in 2009. I am also fluent in Spanish.

California Insurance License #0D50126.

 

I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a 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 traveling, live music 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

About Wealth Management from U.S. Bank and U.S. Bancorp Investments

Our integrated wealth management approach gives you access to a dedicated advisor, 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 specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.