Kelly Bungert | Wealth Mgmt Banker NMLS | Mission Viejo, CA | U.S. Bancorp Wealth Management

Kelly Bungert

Wealth Management Banker
U.S. Bank

949.707.0429

Primary office
25972 Muirlands Blvd
Mission Viejo, CA 92691

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About me 

It is my pleasure to serve the financial needs of people in the Mission Viejo, Rancho Santa Margarita, Dana Point and San Clemente areas. My experience in the financial services industry began in 1997 and I became a Wealth Management Banker in 2016. NMLS #570799.

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 am a supporting member of Goodwill. In my free time, I enjoy golfing, traveling and cooking. 

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.