wealth management banker in Palm Desert Namer Fakhoury
72260 Highway 111
Palm Desert, CA 92260
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It is my pleasure to serve the financial needs of people in the Greater Palm Springs area. My experience in the financial industry started in 2012 and I became a Wealth Management Banker in 2021. I hold a Bachelor of Business Administration in finance, real estate, law from California Polytechnic University - Pomona. California Insurance License 0L55961. NMLS# 1150914.
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 the Packinghouse Church in Redlands and I am a Specialist in the California Army National Guard. In my free time, I enjoy spending time with my family, traveling, hiking, and competing in amateur trapshooting.
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 office72260 Highway 111
Palm Desert, CA 92260
Secondary office82118 Us Highway 111
Indio, CA 92201
Secondary office78435 Highway 111
La Quinta, CA 92253
Secondary office57550 29 Palms Hwy
Yucca Valley, CA 92284
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.