Find a Financial Advisor or banker

Financial advisors and bankers in Sacramento, CA

Start a conversation with a wealth professional and develop a personalized strategy to help reach your financial goals. Select a wealth professionals below to guide your wealth plan.

Wealth Management Advisors and associates

Specializing in clients with $250,000 - $3 million net worth, advisors will work with you to develop a comprehensive wealth and investment plan – and ensure all aspects of your plan align with your goals.
headshot of Jaime Caraveo

Jaime Caraveo

Wealth Management Advisor, U.S. Bancorp Investments

Private Wealth Advisors and consultants

Specializing in clients with $3 million net worth or more, advisors work to understand your unique goals and priorities, then partner with a team of experts to create your personalized wealth plan.
headshot of Timothy McGinnis

Timothy McGinnis

Private Wealth Advisor Managing Director, U.S. Bank

headshot of Taylor Toledo

Taylor Toledo

Private Wealth Advisor, U.S. Bank

headshot of Morgan Lynch

Morgan Lynch

Private Wealth Advisor, U.S. Bank

headshot of Robin Martin

Robin Martin

Private Wealth Advisor, U.S. Bank

headshot of Pamela Long

Pamela Long

Private Wealth Advisor, U.S. Bank

headshot of Roland Bhairo

Roland Bhairo

Private Wealth Advisor, U.S. Bank

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