Find a financial advisor or banker

Financial advisors and bankers in San Diego, CA

Finding a financial advisor or banker in San Diego you trust is important. You want someone who understands your needs, addresses your concerns and provides hands-on guidance and support.

Our wealth professionals in San Diego can help you create a financial strategy tailored to your goals. You can conveniently meet with an expert in person or virtually. Start a conversation with a financial advisor or banker in San Diego about a personalized plan that brings clarity and confidence to your financial life.

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.

Alex Aguayo

Wealth Management Advisor, U.S. Bancorp Advisors

Anthony Alberico Jr

Wealth Management Advisor, U.S. Bancorp Advisors

Melissa Margallo

Wealth Management Advisor, U.S. Bancorp Advisors

Sigrid Smith

Wealth Management Advisor, U.S. Bancorp Advisors

Wealth Management Bankers

Wealth Management Bankers provide traditional banking services, cash management and financing products, plus specialty services such as asset planning.

Tess Garcia

Wealth Management Banker, U.S. Bank

Jeff Gorgen

Wealth Management Banker, U.S. Bank

Ricardo Juarez

Wealth Management Banker, U.S. Bank

Samir Kambarov

Wealth Management Banker, U.S. Bank

Symphony Pham

Wealth Management Banker, U.S. Bank

Ronza Ramo

Wealth Management Banker, U.S. Bank

Charles Snodgrass

Wealth Management Banker, U.S. Bank

Suchit Vyas

Wealth Management Banker, U.S. Bank

Private Wealth Advisors

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.

Kristian Forster

Private Wealth Advisor, U.S. Bank

Lee Gagne

Private Wealth Advisor, U.S. Bank

Frank Hernandez

Private Wealth Advisor, U.S. Bank

Esperanza Martinez

Private Wealth Advisor, U.S. Bank

Mike Rookus

Private Wealth Advisor, U.S. Bank

Velenda Sanchez

Private Wealth Advisor, U.S. Bank

Marivi Shivers

Private Wealth Advisor, U.S. Bank

Dale Smith

Private Wealth Advisor, U.S. Bank

Sak Sopheak

Private Wealth Advisor, U.S. Bank

Rachelle Tubongbanua

Private Wealth Advisor Managing Director, U.S. Bank

Craig Ward

Private Wealth Advisor, U.S. Bank

Maeda Webster

Private Wealth Advisor, U.S. Bank

JESSICA WINANDY

Private Wealth Advisor, U.S. Bank

Wealth services for what matters most

Whatever your financial goals, from saving for college to planning for retirement, our wealth professionals will work with you to provide products and services that help you move forward confidently.

U.S. Bancorp Advisors offer:

Investment management
Wealth planning
Insurance

U.S. Bank provides:

Trust and estate services
Banking
Charitable giving

U.S. Bank Private Wealth Management provides:

Wealth planning
Investment management
Banking
Trust and estate services
Business succession planning
Charitable giving

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FAQ

A financial advisor will work with you to create a roadmap for your financial future, then help guide your progress along the way. You might want help with saving more, investing wisely or managing debt. Or you may be approaching one of life's milestone moments - marriage, home ownership or retirement, for example - and want a second opinion on how to prepare. With your unique needs in mind, a financial advisor can provide an objective view of where you are today and a clear path forward toward your goals.

Our Private Wealth Management advisors create wealth plans for clients with a net worth of $3 million or more. The partnership with your advisor is built around your wealth and legacy goals. Based on what you hope to achieve, your advisor will collaborate with a team of professionals specializing in areas such as planning, investments, trusts and banking to create and manage your customized plan. You'll enjoy the ease of working directly with your dedicated advisor and the advantage of having an entire team focused on what's most important to you.

While there are many certifications advisors can earn, the following are a few of the most common.

If you're looking for a comprehensive wealth plan that can change along with your life, a certified financial planner (CFP®) may be a good fit. They're trained in all aspects of financial planning, from education planning to investments and insurance, and must have three or more years of relevant experience. CFPs are held to the fiduciary standard, meaning they're required to put your financial best interests first.

An accredited portfolio management advisor (APMA®) has advanced training in creating, managing and growing investment portfolios. AMPAs can help you design an investing strategy and provide specialized expertise in areas such as investment analysis, asset allocation and risk management.

If retirement's on the horizon, a chartered retirement planning counselor (CRPC®) can provide a roadmap for your post-work life by helping you navigate Social Security, handle taxes, manage IRA distributions and more.

A certified wealth strategist(CWS®) focuses on providing wealth services to high-net-worth individuals. They can advise on issues such as estate planning, executive compensation and business succession as well as other wealth and investment needs.

A financial advisor will work with you to design a wealth and investment strategy - a personalized plan that fits your life and what you'd like to achieve. Your advisor helps ensure that all aspects of the plan align with your goals.

Wealth Management Bankers support your financial plan by providing traditional banking services, cash management and financing products, plus specialized expertise in areas such as asset planning.

We're happy to meet with you virtually or in person. It's up to you.