financial associate in Cupertino Mark John Tobias
10381 S De Anza Blvd
Cupertino, CA 95014
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It is my pleasure to serve the financial needs of people in the Cupertino, Los Altos, Mountain View and Sunnyvale areas. My experience in the financial industry started in 2007 and I became a Wealth Management Associate in 2017. California Insurance License #0M20446.
I want to make managing your finances as easy as possible for you. As your financial associate, I will support your U.S. Bank Wealth Management Banker and your Wealth Management Advisor in U.S. Bancorp Investments in bringing 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 enjoy spending time with my family and listening to music.
Area of focus
Proactive client contact
Wealth team support
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.