Adam Perez | Financial Advisor | San Jose, CA | U.S. Bancorp Wealth Management

Adam Perez

Wealth Management Advisor
U.S. Bancorp Investments

408.979.8298

Primary office
1399 Foxworthy Ave
San Jose, CA 95118

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About me 

It is my pleasure to serve the financial needs of people in the San Jose and South Bay areas. My experience in the financial industry started in 2000 and I became a Wealth Management Advisor in 2010. California Insurance License #0E16633. 

I want to make managing your finances as easy as possible for you. As your Wealth Management 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 am a volunteer at Archbishop Mitty High School, and in my free time, I enjoy going golfing, traveling and spending time with my family.
 

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.