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Minaz Kassam | Wealth Mgmt Banker NMLS | Rancho Santa Fe, CA | U.S. Bancorp Wealth Management

wealth management banker in Rancho Santa Fe Minaz Kassam

Wealth Management Banker
U.S. Bank

858.521.7641

Primary office
16083 San Dieguito Rd
Rancho Santa Fe, CA 92067
Get Directions to 16083 San Dieguito Rd

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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 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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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.