Private Wealth Advisor - U.S. Bank
Clients I specialize in: Executives, Next generation, Philanthropists
As a Private Wealth Advisor, I help my clients define their goals and understand their options. Then I partner with them to create tailored wealth management strategies. My clients' wealth plans include the right mix of investment management, trust and estate services, and private banking to meet their unique needs and preferences.
I've worked in the banking and financial services industry since 1978. I help clients succeed by ensuring that they have solid fundamental trust documents to preserve wealth, transfer wealth and be tax-efficient in their wealth preservation.
I live in San Diego, California, and serve clients in Diamond Head, Hawaii and Greenwich, and New Jersey. I enjoy serving the board of The San Diego Symphony & Orchestra, and committee member for Institutional Advancement for the Symphony. I am a founding member with the Balboa Conservancy Park, a member of The Downtown Partnership, a member of the San Diego Chamber of Commerce, a member and past vice president for the Asian Business Chamber Association, and a member of the United Pan Asian and American Community (UPAC). As a family, we enjoy supporting the San Diego Zoo and the Museum of Man, History Museum and the Air and Space Museum. We enjoy our annual travels to different parts of the world and staycations around California.Request a call
Services I specialize in
Whatever type of investor you are – conservative or more aggressive, experienced or just getting started – a clear investment plan can provide a path forward toward the future you want.
You work hard to provide for yourself and others. We’ll help you create a plan that extends your legacy forward to support the people and causes you care about for generations to come.
Enhance your retirement savings strategy by working with us to plan for the financial implications of taking distributions from your IRAs, employer-sponsored savings plans and Social Security.
Gain confidence and bring clarity to your financial life by working with us to craft a personalized plan to help you work towards creating, growing, protecting and sharing your wealth.
About Private Wealth Management
We help our clients build and preserve wealth, so they can live the lives they want while supporting the people and causes they care about. Our approach goes beyond just managing your investments. We work to understand your lifestyle, family, passions and goals and then provide tailored advice and guidance. You’ll have a single point of contact – your Private Wealth Advisor – who’s backed by our experts in areas such as planning, investments, trusts and banking. Together, we’ll create a wealth plan aligned with your needs and priorities.
Insights from our experts
Stay on top of the changing U.S. and global markets with our market news page. Dive deeper with our daily market analysis, volatility updates and frequent market teleconferences with U.S. Bank investment experts.
Trust and estate planning
Setting up a trust or beginning estate planning can be an emotional, confusing process. You are not alone. Let the knowledgeable administrators at U.S. Bank help you each step of the way.
Cash management and investing strategies when interest rates are up
A fresh look at managing cash and investments in today’s higher interest rate environment.
The role of a financial advisor can go beyond investment planning. An advisor can also provide guidance for key moments throughout your life. Perhaps your finances have gotten more complex, and you’d like help creating or adjusting your wealth plan. You may be worried how market changes are affecting your investments. Or you’re experiencing a major life event, such as:
- Getting married or divorced
- Having a child
- Starting a new career
- Receiving an inheritance
- Buying a house
- Nearing retirement
An advisor can help you objectively assess where you are financially and how to prepare for the future as you work toward your goals.
Your advisor will ask about your goals and priorities – where you’re at today, financially, and where you'd like to go. But the main topic of conversation will be whatever’s on your mind. You can discuss how you and your advisor will work together, what you can expect from your advisor, any costs if you decide to move forward, and next steps. You’ll have plenty of time to ask questions, to help you decide if the relationship is the right fit.
No, your initial consultation is free.
We’ll confirm with you what materials, such as recent bank and financial statements, may be helpful for understanding your financial picture. But it’s your choice what to bring. To help you decide – and to ensure you get the most out of the conversation with your advisor – consider the following before the meeting:
- What are your most important financial goals?
- What concerns you about your finances?
- Did you recently experience a major life event?
We’re happy to meet with you virtually or in person. It’s up to you.
Investment and insurance products and services including annuities are:
Not a deposit ● Not FDIC insured ● May lose value ● Not bank guaranteed ● Not insured by any federal government agency.
U.S. Bank and its representatives do not provide tax or legal advice. Your tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.
Equal Housing Lender. Deposit products offered by U.S. Bank National Association. Member FDIC. Credit products are offered by U.S. Bank National Association and subject to normal credit approval.
U.S. Bank does not offer insurance products but may refer you to an affiliated or third party insurance provider.