financial advisor in San Mateo David Ellis
136 Second Avenue
San Mateo, CA 94401
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It is my pleasure to serve the financial needs of people in the San Mateo and Peninsula area. I started in the financial industry in 1987. I hold a Bachelor of Arts degree from the University of California Berkeley in Berkeley, California.
California Insurance License #0A72132.
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.
In my free time, I enjoy golf and bow hunting.
Area of focus
Insurance protection planning
Retirement plan distribution planning
Executive compensation planning
Business succession planning
Charitable gifting strategies
Goals-based wealth management
Primary office136 Second Avenue
San Mateo, CA 94401
Secondary office305 San Anselmo Avenue
San Anselmo, CA 94960
Secondary office767 East Blithedale Avenue
Mill Valley, CA 94941
Secondary office1423 Burlingame Ave
Burlingame, CA 94010
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.