Annie DuyenAn Mai | Financial Advisor | San Jose, CA | U.S. Bancorp Wealth Management

Annie Mai

Wealth Management Associate
U.S. Bancorp Investments


Primary office
2875 The Villages Pkwy
San Jose, CA 95135

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About me

It is my pleasure to serve the financial needs of people in Santa Clara County. My experience in the financial industry started in 2011. I hold a Bachelor of Arts degree in mathematics from San Jose State University. I'm fluent in Vietnamese. California Insurance License  #0M71225.

I want to make managing your finances as easy as possible for you. I will support your U.S. Bank Wealth Management Banker and your Wealth Management Advisor in U.S. Bancorp Investments in bringing you a holistic approach to financial management. We will collaborate to understand your financial situation and propose personalized strategies to help you work toward your financial goals.

Outside of work, I enjoy spending time with my family.

Area of focus

Client service


Proactive client contact

Wealth team support


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.