David Lee | Wealth Management Advisor | Mountain View, CA | U.S. Bancorp Wealth Management

wealth management advisor in Mountain View David T. Lee

Wealth Management Advisor
U.S. Bancorp Investments


Primary office
1570 Grant Rd
Mountain View, CA 94040

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For general account support, call 888-330-6918


It is my pleasure to serve the financial needs of people in Mountain View, Los Altos, and the surrounding area. My experience in the financial industry started in 2002 and I became a Wealth Management Advisor in 2022. I hold a Bachelor of Science in business administration in finance and a minor in economics from California State University, Hayward. I am fluent in Mandarin. California Insurance License 0D83006.

I want to make managing your finances as easy as possible for you. As your financial advisor, I will partner with a Wealth Management 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 reading, outdoor activities, and going to the gym (to watch TV)!

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

About Wealth Management from U.S. Bank and U.S. Bancorp Investments

Our integrated wealth management approach gives you access to a dedicated wealth professional, 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 wealth specialists offer trust and estate and wealth management banking services while our U.S. Bancorp Investment professionals provide wealth planning, investments and insurance support.