Find a Financial Advisor or banker

Financial advisors and bankers in Walnut Creek, 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 Micheal Taylor

Micheal Taylor

Wealth Management Advisor, U.S. Bancorp Investments

headshot of Ernest Alamillo

Ernest Alamillo

Wealth Management Advisor, U.S. Bancorp Advisors

Wealth Management Bankers

Wealth Management Bankers provide traditional banking services, cash management and financing products, plus specialty services such as asset planning.
headshot of David Maturino

David Maturino

Wealth Management Banker, U.S. Bank

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 Adam Mazzaro

Adam Mazzaro

Private Wealth Advisor, U.S. Bank

headshot of Sahar Khoury

Sahar Khoury

Private Wealth Advisor, U.S. Bank

headshot of Sahar Hejazi

Sahar Hejazi

Private Wealth Advisor, U.S. Bank

headshot of Tamim Naemi

Tamim Naemi

Private Wealth Advisor, U.S. Bank

headshot of Isolda Sanchez

Isolda Sanchez

Private Wealth Advisor, U.S. Bank

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