wealth management advisor in Temecula Brent Frisbee
31990 Temecula Pkwy
Temecula, CA 92592
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It is my pleasure to serve the financial needs of people in Temecula, Murrieta, Lake Elsinore, and Palm Desert. My experience in the financial industry started in 1995 and I became a Wealth Management Advisor in 2020. California Insurance License 0C11096.
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 traveling and spending time with family and friends
Area of focus
Insurance protection planning
Retirement plan distribution planning
Executive compensation planning
Business succession planning
Charitable gifting strategies
Goals-based wealth management
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.