Find a Financial Advisor or banker

Financial advisors and bankers in Irvine, CA

Start a conversation with a wealth professional and develop a personalized strategy to help reach your financial goals. Select a wealth professionals below to guide your wealth plan.

Wealth Management Advisors and associates

Specializing in clients with $250,000 - $3 million net worth, advisors will work with you to develop a comprehensive wealth and investment plan – and ensure all aspects of your plan align with your goals.
headshot of Mike Granja

Mike Granja

Wealth Management Advisor, U.S. Bancorp Investments

headshot of Ahren Shirai

Ahren Shirai

Wealth Management Advisor, U.S. Bancorp Advisors

headshot of Hajime Sakiyama

Hajime Sakiyama

Wealth Management Advisor, U.S. Bancorp Advisors

Wealth Management Bankers

Wealth Management Bankers provide traditional banking services, cash management and financing products, plus specialty services such as asset planning.
headshot of Carol Symons

Carol Symons

Wealth Management Banker, U.S. Bank

headshot of Frank McGovern

Frank McGovern

Wealth Management Banker, U.S. Bank

Private Wealth Advisors and consultants

Specializing in clients with $3 million net worth or more, advisors work to understand your unique goals and priorities, then partner with a team of experts to create your personalized wealth plan.
headshot of Alice Hsu

Alice Hsu

Private Wealth Advisor, U.S. Bank

headshot of Blake Nakamura

Blake Nakamura

Private Wealth Advisor, U.S. Bank

headshot of Jon Pommier

Jon Pommier

Private Wealth Advisor, U.S. Bank

headshot of Michael Lewis

Michael Lewis

Private Wealth Advisor, U.S. Bank

headshot of Zjamahl Fain

Zjamahl Fain

Private Wealth Advisor, U.S. Bank

headshot of Matthew Grossbard

Matthew Grossbard

Private Wealth Advisor, U.S. Bank

headshot of MIN ZHA

MIN ZHA

Private Wealth Advisor, U.S. Bank

headshot of Maria Cristina McManus

Maria Cristina McManus

Private Wealth Advisor, U.S. Bank

headshot of John Warren

John Warren

Private Wealth Advisor, U.S. Bank

headshot of Timothy Henderson

Timothy Henderson

Private Wealth Advisor, U.S. Bank

Disclosures