Michael Robertson | Wealth Management Banker | Lake Forest, CA | U.S. Bancorp Wealth Management

wealth management banker in Lake Forest Mike Robertson

Wealth Management Banker
U.S. Bank

949.472.2965

Primary office
22831 Lake Forest Dr
Lake Forest, CA 92630

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For general account support, call 888-330-6918
ABOUT ME

 

It is my pleasure to serve the financial needs of people in Lake Forest south to Ladera Ranch. My experience in the financial industry started in 2011 and I became a Wealth Management Banker in 2017. I hold a Bachelor of Science in business economics from University of California - Irvine. California Insurance License 0K98355. NMLS# 814758.

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.

Outside of work, I volunteer with Junior Achievement, Red Cross, and Second Harvest. In my free time, I enjoy refining my skills in the kitchen. I also enjoy traveling to tropical destinations with great beaches and snorkeling opportunities. Lately, much of my time is occupied with my puppy, as well.

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

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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.