Elizabeth Kilmer | Financial Advisor | Rancho Santa Fe, CA | U.S. Bancorp Wealth Management

financial advisor in Rancho Santa Fe Elizabeth Kilmer

Wealth Management Advisor
U.S. Bancorp Investments


Primary office
16083 San Dieguito Rd Ste F1
Rancho Santa Fe, CA 92067

Thank You

Your message has been sent to Elizabeth Kilmer. We look forward to being in touch.

Contact me

Please complete this form if you're interested in working with me. If you're an existing client, you can call or email me directly.

* Indicates required fields

First name is a required field.
Last name is a required field.
Email address is a required field.
Phone number is a required field.
Area of interest is a required field
Which areas interest you? Check all that apply *

For general account support, call 888-330-6918

About me

It is my pleasure to serve the financial needs of people in the Rancho Santa Fe area. My experience in the financial industry started in 2000. I hold a Bachelor of Science degree in psychology from San Diego State University, and in addition, I hold a Master of Science degree in international business from St. George's University in Grenada. California Insurance License #0D03198.

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 am a board member of The Children's Initiative, a non-profit organization dedicated to improving the lives of children in the San Diego County. I take pride in the relationships that I have built with both organizations. In my free time, I am a room mom for my son's second-grade class, I love to run long distances and have completed several marathons, and I also enjoy traveling, learning about new places and meeting new people.

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.