Steven Solis | Wealth Mgmt Banker NMLS | Laguna Niguel, CA | U.S. Bancorp Wealth Management

wealth management banker in Laguna Niguel Steven Solis

Wealth Management Banker
U.S. Bank

949.363.3025

Primary office
30000 Town Center Dr
Laguna Niguel, CA 92677

Thank You

Your message has been sent to Steven Solis. 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 Laguna Beach, Laguna Niguel and Laguna Hills area. I started in the financial industry in 1991 and became a Wealth Management Banker in 2005. I hold a Bachelor of Science degree in finance from the California State University, Fullerton in Fullerton, California. NMLS #520710.

I want to make managing your finances as easy as possible for you. As your Wealth Management Banker, I will partner with an investment professional to bring 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.

I spend my time outside of work serving on the board of the Employee Development Network. I am also a member of the non-profit service organization, Habitat for Humanity. In my free time, I enjoy traveling, golfing and tennis.

Area of focus

Premium banking services

Home mortgages

Home equity line of credit

Secured and unsecured lines of credit and loans

Savings and cash management

Financing strategies

Commercial real estate loans

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 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.