Jyoti Narsai | Financial Advisor | Diamond Bar, CA | U.S. Bancorp Wealth Management

financial advisor in Diamond Bar Joti Narsai

Wealth Management Advisor
U.S. Bancorp Investments


Primary office
1175 Grand Ave
Diamond Bar, CA 91765

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About me

It is my pleasure to serve the financial needs of people in the Diamond Bar, San Dimas and Glendora areas. I started in the financial industry in 2003. I am fluent in Hindi, Gujarati and Swahili. California Insurance License #0E40071.

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.

In my free time, I enjoy hiking, yoga and spending time with 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

My Offices

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.