financial associate in San Carlos Melinda Orozco
780 Laurel Street
San Carlos, CA 94070
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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 2011 and became a Wealth Management Associate in 2014. California Insurance License #0K24584.
I want to make managing your finances as easy as possible for you. As your financial associate, I will support your U.S. Bank Wealth Management Banker and your Wealth Management Advisor in U.S. Bancorp Investments in bringing 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.
In my free time, I enjoy hiking and spending time with my family.
Area of focus
Proactive client contact
Wealth team support
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.