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Johnny Liu

Private Wealth Advisor - U.S. Bank

Professional designations, credentials and licenses
NMLS 471245
headshot of Johnny Liu
Clients I specialize in: Attorneys and accountants, Business owners, Doctors

As a Private Wealth Advisor, I help my clients define their goals and understand their options. Then I partner with them to create tailored wealth management strategies. My clients' wealth plans include the right mix of investment management, trust and estate services, and private banking to meet their unique needs and preferences.

I've worked in the banking and financial services industry since 1999. I help clients succeed by taking the time to understand their unique needs. I direct teams of specialists — often working closely with other client advisors, such as attorneys and accountants — to provide services that help my clients work toward their goals.

I live in Chino Hills, and serve clients in Orange County, Los Angeles, San Bernardino and Riverside. I enjoy basketball, golf and occasional hikes near my home. I am a horology enthusiast with a modest collection of wrist watches. I am also a proud father of two children.

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Services I specialize in

Gain confidence and bring clarity to your financial life by working with us to craft a personalized plan to help you work towards creating, growing, protecting and sharing your wealth.

You work hard to provide for yourself and others. We’ll help you create a plan that extends your legacy forward to support the people and causes you care about for generations to come.

Along with your legal and tax advisors we’ll help you consider the right type of trust for your needs, the optimal location for it and other elements of a forward-looking strategy to provide for your loved ones.

Whatever type of investor you are – conservative or more aggressive, experienced or just getting started – a clear investment plan can provide a path forward toward the future you want.

Contact
909-270-7759
Primary office
18300 Von Karman Ave
Irvine, CA, 92612
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Skills
Bachelor of Science from University of California - Irvine

About Private Wealth Management

We help our clients build and preserve wealth, so they can live the lives they want while supporting the people and causes they care about. Our approach goes beyond just managing your investments. We work to understand your lifestyle, family, passions and goals and then provide tailored advice and guidance. You’ll have a single point of contact – your Private Wealth Advisor – who’s backed by our experts in areas such as planning, investments, trusts and banking. Together, we’ll create a wealth plan aligned with your needs and priorities.

Insights from our experts

Market news

Stay on top of the changing U.S. and global markets with our market news page. Dive deeper with our daily market analysis, volatility updates and frequent market teleconferences with U.S. Bank investment experts.

Investing insights

Are you a beginning investor wondering where to start? Even if sometimes confusing, the average investor can grow and preserve wealth by taking advantage of a number of investment strategies. While you can't predict what the markets will do next you can take some basic investing steps to ensure you're investing wisely.

Cash management and investing strategies when interest rates are elevated

A fresh look at managing cash and investments in today’s higher interest rate environment.

FAQ

The role of a financial advisor can go beyond investment planning. An advisor can also provide guidance for key moments throughout your life. Perhaps your finances have gotten more complex, and you’d like help creating or adjusting your wealth plan. You may be worried how market changes are affecting your investments. Or you’re experiencing a major life event, such as:

  • Getting married or divorced
  • Having a child
  • Starting a new career
  • Receiving an inheritance
  • Buying a house
  • Nearing retirement

An advisor can help you objectively assess where you are financially and how to prepare for the future as you work toward your goals.

Your advisor will ask about your goals and priorities – where you’re at today, financially, and where you'd like to go. But the main topic of conversation will be whatever’s on your mind. You can discuss how you and your advisor will work together, what you can expect from your advisor, any costs if you decide to move forward, and next steps. You’ll have plenty of time to ask questions, to help you decide if the relationship is the right fit.

No, your initial consultation is free.

We’ll confirm with you what materials, such as recent bank and financial statements, may be helpful for understanding your financial picture. But it’s your choice what to bring. To help you decide – and to ensure you get the most out of the conversation with your advisor – consider the following before the meeting:

  • What are your most important financial goals?
  • What concerns you about your finances?
  • Did you recently experience a major life event?

We’re happy to meet with you virtually or in person. It’s up to you.

Disclosures