Joseph Rasuli
Wealth Management Banker - U.S. Bank
Clients I specialize in: New investors, Planning for college, Nearing retirement
It is my pleasure to serve the financial needs of people in the Newport Beach area. My experience in the financial industry started in 1990 and I became a Wealth Management Banker in 2016.
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 volunteer with local non-profits, Habitat for Humanity and other U.S Bank-led volunteer events. and serve as a board member of Families Forward and serve on two other committees in Orange County, helping with homelessness and volunteering with other non-profits helping orphans. In my free time, I enjoy the outdoors, swimming, hiking, and spending time with my family and friends.
Services I specialize in
About Wealth Management from U.S. Bank and U.S. Bancorp Advisors
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 Advisors professionals focus on investments, planning and insurance.
