Albert Diaz | Financial Advisor | Laguna Niguel, CA | U.S. Bancorp Wealth Management

financial associate in Laguna Niguel Albert Diaz

Wealth Management Associate
U.S. Bancorp Investments

949.363.3027

Primary office
30000 Town Center Drive
Laguna Niguel, CA 92677

Thank You

Your message has been sent to Albert Diaz. 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 Inglewood, Baldwin Hills and Gardena areas. My experience in the financial industry started in 2007 and I became a Wealth Management Associate in 2018. I'm fluent in Spanish. California Insurance License #0M73916.

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, my interests include hiking, swimming and exploring new restaurants.

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.