Find a Financial Advisor or banker

Financial advisors and bankers in San Diego, 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 Anthony Alberico Jr

Anthony Alberico Jr

Wealth Management Advisor, U.S. Bancorp Advisors

headshot of Brandon Linster

Brandon Linster

Wealth Management Advisor, U.S. Bancorp Advisors

headshot of Michael Alvarez

Michael Alvarez

Wealth Management Advisor, U.S. Bancorp Advisors

headshot of Ryan Kirby

Ryan Kirby

Wealth Management Advisor, U.S. Bancorp Advisors

headshot of Danial Lopez

Danial Lopez

Wealth Management Advisor, U.S. Bancorp Advisors

headshot of Melissa Margallo

Melissa Margallo

Wealth Management Advisor, U.S. Bancorp Investments

Wealth Management Bankers

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

Ronza Ramo

Wealth Management Banker, U.S. Bank

headshot of Samir Kambarov

Samir Kambarov

Wealth Management Banker, U.S. Bank

headshot of Jeffrey Gorgen

Jeffrey Gorgen

Wealth Management Banker, U.S. Bank

headshot of Delia Ruemenapp

Delia Ruemenapp

Wealth Management Banker, U.S. Bank

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 Brett MacLeod

Brett MacLeod

Private Wealth Advisor, U.S. Bank

headshot of Kristian Forster

Kristian Forster

Private Wealth Consultant, U.S. Bank

headshot of Marivi Shivers

Marivi Shivers

Private Wealth Advisor, U.S. Bank

headshot of Michael Rookus

Michael Rookus

Private Wealth Advisor, U.S. Bank

headshot of Saksoknik Sopheak

Saksoknik Sopheak

Private Wealth Advisor, U.S. Bank

headshot of Suchit Vyas

Suchit Vyas

Private Wealth Advisor, U.S. Bank

headshot of Craig Ward

Craig Ward

Private Wealth Advisor, U.S. Bank

headshot of Lee Gagne

Lee Gagne

Private Wealth Advisor, U.S. Bank

headshot of Rachelle Tubongbanua

Rachelle Tubongbanua

Private Wealth Advisor Managing Director, U.S. Bank

headshot of Ronny Inniger

Ronny Inniger

Private Wealth Advisor, U.S. Bank

headshot of Victor Vera Morales

Victor Vera Morales

Private Wealth Advisor, U.S. Bank

headshot of Velenda Sanchez

Velenda Sanchez

Private Wealth Advisor, U.S. Bank

headshot of James Papas

James Papas

Private Wealth Advisor, U.S. Bank

Disclosures