wealth management banker in Millbrae Julie O'Rourke
475 El Camino Real
Millbrae, CA 94030
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It is my pleasure to serve the financial needs of people in the Millbrae, San Bruno, South San Francisco and San Francisco North Beach areas. My experience in the financial industry started in 2003. I hold a Master of Business Administration degree in finance from Golden Gate University and a Bachelor of Science degree in microbiology from San Francisco State University. I am fluent in Cantonese. NMLS #975960.
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 enjoy cooking, reading and exploring the world.
Area of focus
Premium banking services
Home equity line of credit
Secured and unsecured lines of credit and loans
Savings and cash management
Commercial real estate loans
Primary office475 El Camino Real
Millbrae, CA 94030
Secondary office1435 Stockton St
San Francisco, CA 94133
Secondary officeThe Village, 750 Font Blvd Bldg C
San Francisco, CA 94132
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.