Find a Financial Advisor or banker

Financial advisors and bankers in Santa Monica, CA

Start a conversation with a wealth professional and develop a personalized strategy to help reach your financial goals. Select a wealth professionals below to guide your wealth plan.

Wealth Management Advisors and associates

Specializing in clients with $250,000 - $3 million net worth, advisors will work with you to develop a comprehensive wealth and investment plan – and ensure all aspects of your plan align with your goals.
headshot of Nathnail Asfaw

Nathnail Asfaw

Wealth Management Associate, U.S. Bancorp Investments

Private Wealth Advisors and consultants

Specializing in clients with $3 million net worth or more, advisors work to understand your unique goals and priorities, then partner with a team of experts to create your personalized wealth plan.
headshot of Kevin O'Donnell

Kevin O'Donnell

Private Wealth Advisor, U.S. Bank