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Yung Le

Wealth Management Banker - U.S. Bank

Professional designations, credentials and licenses

NMLS 1369730

Clients I specialize in: Business owners, Nearing retirement, Medical Professionals

It is my pleasure to serve the financial needs of people in the Greater San Jose Region. I am a dedicated wealth management professional passionate about helping my clients achieve their financial goals. I take pride in guiding individuals through complex financial decisions, providing personalized strategies to build, protect, and grow their wealth. My goal is to empower clients with the knowledge and confidence they need to make informed financial choices that align with their long-term aspirations. My experience in the financial industry started in 2014 and I became a Wealth Management Banker in 2017.

I want to make managing your finances as easy as possible for you. As your Wealth Management Banker, I will partner with an investment professional to bring 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.

In my free time, I enjoy working out, running, snowboarding, cycling.

Services I specialize in

Whether a loan, line of credit or other financing alternative is the best fit for what you’re working to achieve, we’ll help you review your options and create a funding plan.

Liquid asset secured financing – a line of credit secured by eligible assets in your investment account – can be useful when you want to generate cash flow quickly for a financial opportunity or challenge.

To support your personal or business needs we offer a range of premier banking products, financing options and exclusive benefits, plus 24/7 account management through digital channels.

Contact

408-218-3928

Primary office

1399 Foxworthy Ave
San Jose, CA, 95118

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Skills

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

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 Advisors professionals focus on investments, planning and insurance.

Meet our team

Blue Ash offers a customized wealth planning approach where the focus is on helping you achieve your version of success.

Meet Blue Ash

Adam Perez

Wealth Management Advisor,
U.S. Bancorp Advisors

View Profile

Explore our news and insights

Market news

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.

Investing insights

Are you a beginning investor wondering where to start? Even if sometimes confusing, the average investor can grow and preserve wealth by taking advantage of a number of investment strategies. While you can't predict what the markets will do next you can take some basic investing steps to ensure you're investing wisely.

Cash management and investing strategies when interest rates are changing

A fresh look at managing cash and investments in today’s changing interest rate environment.

FAQ

Working as your partner, U.S. Bank Wealth Management can develop strategies to help you optimize the management, preservation, and growth of your working capital. We do this by:

Understanding your financial goals and what’s important to you
Developing strategies for maintaining access to cash as you explore new opportunities
Using customized credit options that focus on your specific goals
Providing tools that can help streamline your daily banking activities and complement other aspects of your financial life

Wealth Management Bankers advise you on creative ways to manage both your assets and liabilities. This may include custom credit and loans, mortgage services, jumbo loans, home equity lending, secured lines of credit, and loans, including liquid asset secured financing and more.

We’re happy to meet with you virtually or in person. It’s up to you.