financial advisor in Daly City Tyson Scofield
329 Gellert Boulevard
Daly City, CA 94132
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It is my pleasure to serve the financial needs of people in the San Francisco Bay area. I started in the financial industry in 2000. I hold a Bachelor of Science degree in business administration from the University of New Hampshire in Durham, New Hampshire. California Insurance License #0D23324.
I want to make managing your finances as easy as possible for you. As your financial 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.
Outside of work, I actively support youth baseball and am an active member of my church. In my free time, I enjoy spending time with my family, traveling and playing baseball.
Area of focus
Insurance protection planning
Retirement plan distribution planning
Executive compensation planning
Business succession planning
Charitable gifting strategies
Goals-based wealth management
Primary office329 Gellert Boulevard
Daly City, CA 94132
Secondary office2656 Ocean Avenue
San Francisco, CA 94132
Secondary office4947 Third Street
San Francisco, CA 94124
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.