David Ellis | Financial Advisor | San Mateo, CA | U.S. Bancorp Wealth Management

David Ellis

Wealth Management Advisor
U.S. Bancorp Investments

650.685.1106

Primary office
136 Second Avenue
San Mateo, CA 94401
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About me

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 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.

In my free time, I enjoy golf and bow hunting.

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.