Devin Ploesser | Financial Advisor | Laguna Niguel, CA | U.S. Bancorp Wealth Management

Devin Ploesser

Wealth Management Advisor
U.S. Bancorp Investments

949.363.3028

Primary office
30000 Town Center Drive
Laguna Niguel, CA 92677
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About me

It is my pleasure to serve the financial needs of people in the Laguna Niguel and Laguna Beach areas of California. I started in the financial industry in 2011 and became a Wealth Management Advisor in 2015. I hold a Bachelor of Science degree in accounting and finance from Maryville University in St. Louis, Missouri. California Insurance License #0K43335.

I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.

In my free time, I enjoy spending time with my family, surfing, paddle boarding, hiking and camping.

Area of focus

Investment Planning

Insurance Protection Planning

Retirement Plan Distribution Planning

Executive Compensation Planning

Business Succession Planning

Charitable Gifting Strategies

Executive/Trustee Planning

Legacy Planning

Goals Based Wealth Management

My offices

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.