Arleen Grace Vatuvei | Wealth Management Advisor | San Francisco, CA | U.S. Bancorp Wealth Management

wealth management advisor in San Francisco Arleen Grace Vatuvei

Wealth Management Advisor
U.S. Bancorp Investments

415.466.2849

Primary office
4610 Mission Street
San Francisco, CA 94112

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For general account support, call 888-330-6918
ABOUT ME

 

It is my pleasure to serve the financial needs of people in San Francisco, Berkeley and Oakland. My experience in the financial industry started in 2016 and I became a Wealth Management Advisor in 2022. I hold a Bachelor of Science in finance from San Francisco State University. I am fluent in Tagalog. California Insurance License 0L56533.

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

Outside of work, I volunteer with Epiphany Dance Theater and bring the world of performing arts to the Bay Area and serve as a board member of Epiphany Dance Theater, Treasurer, since 2017. In my free time, I enjoy food, culture, art and nature. I frequently go cycling up and down East Bay trails with my husband and two children. An ideal travel itinerary includes indulging in authentic food, immersion into art and traditions of that destination, some form of water activity, and an adrenaline packed adventure experience to live and retell. When I'm not thinking of traveling you'll find me at home trying to recreate the fabulous flavors of a past culinary experience.

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

About Wealth Management from U.S. Bank and U.S. Bancorp Investments

Our integrated wealth management approach gives you access to a dedicated wealth professional, 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 wealth specialists offer trust and estate and wealth management banking services while our U.S. Bancorp Investment professionals provide wealth planning, investments and insurance support.