Find a Financial Advisor or banker

Financial advisors and bankers in Oceanside, CA

Start a conversation with a wealth professional and develop a personalized strategy to help reach your financial goals. Select a wealth professionals below to guide your wealth plan.

Wealth Management Advisors and associates

Specializing in clients with $250,000 - $3 million net worth, advisors will work with you to develop a comprehensive wealth and investment plan – and ensure all aspects of your plan align with your goals.
headshot of Joel Quirino

Joel Quirino

Wealth Management Associate, U.S. Bancorp Investments

headshot of Ross Hansen

Ross Hansen

Wealth Management Advisor, U.S. Bancorp Investments