Andres Preciado | Financial Advisor | Encinitas, CA | U.S. Bancorp Wealth Management

financial associate in Encinitas Andres Preciado

Wealth Management Associate
U.S. Bancorp Investments

760.632.3626

Primary office
131 N El Camino Real
Encinitas, CA 92024

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For general account support, call 888-330-6918

About me

It is my pleasure to serve the financial needs of people in the Encinitas and Solana Beach areas. My experience in the financial industry started in 2011 and I became a Wealth Management Associate in 2016. I hold a Bachelor of Science degree in finance from The University of Arizona. California Insurance License #0L02534.

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.

In my free time, I enjoy traveling, attending concerts and spending time with my dog.

Area of focus

Client service

Research

Proactive client contact

Wealth team support

Administration

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.