Back to Search Results
Kelly Caravantes | Financial Advisor | Fremont, CA | U.S. Bancorp Wealth Management

financial associate in Fremont Kelly Caravantes

AWMA®
Wealth Management Associate
U.S. Bancorp Investments

510.494.2011

Primary office
39390 Fremont Boulevard
Fremont, CA 94538
Get Directions to 39390 Fremont Boulevard

Thank You

Your message has been sent to Kelly Caravantes. We look forward to being in touch.

Contact me

Please complete this form if you're interested in working with me. If you're an existing client, you can call or email me directly.

* Indicates required fields

First name is a required field.
Last name is a required field.
Email address is a required field.
Phone number is a required field.
Area of interest is a required field
Which areas interest you? Check all that apply *

For general account support, call 888-330-6918

About me

It is my pleasure to serve the financial needs of people in the Fremont area. I started in the financial industry in 2000 and in 2002 I became a Wealth Management Associate. I hold a Bachelor of Arts degree in political science from San Jose State University. California Insurance License #0D29923.

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 running, watching baseball and spending time with my family.

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.