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

wealth management banker in Lake Forest Mike Robertson

Wealth Management Banker
U.S. Bank


Primary office
22831 Lake Forest Dr
Lake Forest, CA 92630

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About me

It is my pleasure to serve the financial needs of people in the Lake Forest and Ladera Ranch areas. My experience in the financial industry started in 2011. I hold a Bachelor of Arts degree in business economics with a minor in management from the University of California-Irvine. 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'm a supporting member of Junior Achievement. In my free time, I enjoy cooking for friends and family, attending concerts and exploring new and different places through traveling and snorkeling.

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 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.