Giuseppe Distefano
650.697.5075
Thank You
Your message has been sent to Giuseppe Distefano. We look forward to being in touch.
Contact me
Complete this form and Giuseppe Distefano will contact you to discuss your needs.* Indicates required fields
About me
It is my pleasure to serve the financial needs of people in the San Francisco Bay area. I started in the financial industry in 2002 and became a Wealth Management Advisor in 2012. I hold a Bachelor of Science degree in business management from San Jose State University in San Jose, California. California Insurance License #0H76331.
I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a 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 fitness, mountain biking and traveling.
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
-
Secondary office1435 Stockton Street
San Francisco, CA 94133
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.
Equal Housing Lender. Deposit products are offered by U.S. Bank National Association. Member FDIC. Credit products offered by U.S. Bank National Association and subject to normal credit approval.