
wealth management banker in Rancho Santa Fe Minaz Kassam
16083 San Dieguito Rd
Rancho Santa Fe, CA 92067
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About me
It is my pleasure to serve the financial needs of people in the Rancho Santa Fe, Del Mar and La Costa area. I started in the financial industry in 1979. NMLS #913959.
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 invest my time being an active participant in many local community activities. In my free time, I enjoy traveling.
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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Primary office16083 San Dieguito Rd
Rancho Santa Fe, CA 92067
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Secondary office671 S Rancho Santa Fe Rd
San Marcos, CA 92078
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.