Ricardo Garcia | Financial Advisor | Sherman Oaks, CA | U.S. Bancorp Wealth Management

Ricardo Garcia

Wealth Management Advisor
U.S. Bancorp Investments


Primary office
14475 Ventura Blvd
Sherman Oaks, CA 91423

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About me

It is my pleasure to serve the financial needs of people in the San Fernando Valley and Greater Los Angeles areas. My experience in the financial industry started in 2009. I hold a Bachelor of Science degree in management science from the University of California San Diego. I am fluent in Spanish. California Insurance License #0G82183.

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 baseball and traveling.

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.