financial advisor in Millbrae Giuseppe Distefano
475 El Camino Real
Millbrae, CA 94030
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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 financial 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 financial 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
Insurance protection planning
Retirement plan distribution planning
Executive compensation planning
Business succession planning
Charitable gifting strategies
Goals-based wealth management
Primary office475 El Camino Real
Millbrae, CA 94030
Secondary office443 Castro Street
San Francisco, CA 94114
Secondary office1300 El Camino Real
San Bruno, CA 94066
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.