Lucien Rose Anselmo | Financial Advisor | San Diego, CA | U.S. Bancorp Wealth Management

Lucien Rose Anselmo

Wealth Management Advisor
U.S. Bancorp Investments

619.699.6614

Primary office
1420 Kettner Blvd
San Diego, CA 92101

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About me

It is my pleasure to serve the financial needs of people in the Greater San Diego area. I started in the financial industry in 2006 and became a Wealth Management Advisor in 2017. I hold a Masters of Fine Arts degree from the University of Arizona in Tucson, Arizona and a Bachelor of Arts degree from University of California, Santa Barbara. I am also fluent in Tagalog. California Insurance License #0I78341.

I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a 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.

My time outside of work is spent participating and volunteering for the Women's Leadership Group as well as the Children's Ministry at Faith Chapel. In my free time, I enjoy partaking in outdoor activities with my family, including running and hiking.

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.