Find a Financial Advisor or banker

Financial advisors and bankers in San Jose, 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 Adam Perez

Adam Perez

Wealth Management Advisor, U.S. Bancorp Investments

headshot of Annie DuyenAn Mai

Annie DuyenAn Mai

Wealth Management Associate, 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 Dung Le

Dung Le

Wealth Management Banker, U.S. Bank

headshot of Thuy Diep

Thuy Diep

Wealth Management Banker, U.S. Bank