William Cortus | Wealth Management Advisor | Rancho Cucamonga, CA | U.S. Bancorp Wealth Management

wealth management advisor in Rancho Cucamonga William Cortus

CFP®
Wealth Management Advisor
U.S. Bancorp Investments

909.360.5794

Primary office
11343 Baseline Rd
Rancho Cucamonga, CA 91730

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For general account support, call 888-330-6918
ABOUT ME

 

It is my pleasure to serve the financial needs of people in Rancho Cucamonga and surrounding communities with a passion for planning. My experience in the financial industry started in 1992 and I became a Wealth Management Advisor in 2022. I hold a Bachelor of Arts in public relations from Western Kentucky University. California Insurance License 0D96803. 

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.

Outside of work, I volunteer with multiple local non-profit organizations. In my free time, I enjoy spending time with my 4 children and 7 grandkids, attending live music and community events, volunteering and walking my rescue dog, Joey.

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.