Leanne Skelly | Financial Advisor | San Carlos, CA | U.S. Bancorp Wealth Management

financial advisor in San Carlos Leanne Skelly

Wealth Management Advisor
U.S. Bancorp Investments


Primary office
780 Laurel Street
San Carlos, CA 94070
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About me

It is my pleasure to serve the financial needs of people in the San Carlos, Pacifica and Half Moon Bay areas. I started in the financial industry in 1998 and became a financial advisor in 2010. California Insurance License #0E93973.

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.

In my free time, I enjoy traveling, trying new foods and listening to music.

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 advisor, 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 specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.