wealth management banker in Pleasanton Jason Vivet
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About me
It is my pleasure to serve the financial needs of people in the Pleasanton area. My experience in the financial industry started in 2007. NMLS #679830.
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.
In my free time, I enjoy spending time with my family.
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
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Secondary office101 California St Ste 130
San Francisco, CA 94111
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.
Equal Housing Lender. Credit products offered by U.S. Bank National Association and subject to normal credit approval. Deposit products are offered by U.S. Bank National Association. Member FDIC.