financial associate in Huntington Beach Monika Gupta
20052 Brookhurst Street
Huntington Beach, CA 92646
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It is my pleasure to serve the financial needs of people in the Huntington Beach area. I started in the financial industry in 2003. I hold a Bachelor of Arts degree in sociology from the University of Toronto, in Toronto, Canada and I am fluent in Hindi. California Insurance License #OE32158.
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 friends and family and watching movies.
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.