Gustavo Lozano | Financial Advisor | Whittier, CA | U.S. Bancorp Wealth Management

financial advisor in Whittier Gustavo Lozano

Wealth Management Advisor
U.S. Bancorp Investments


Primary office
13525 East Whittier Boulevard
Whittier, CA 90605

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About me

It is my pleasure to serve the financial needs of people in the Los Angeles area. My experience in the financial industry started in 2011. I hold a Bachelor of Science degree in business administration and economics and a Master of Business Administration degree in entrepreneurship from California State University of Los Angeles. I am fluent in Spanish. California Insurance License #0F51276.

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.

Outside of work, I volunteer with the Financial Literacy Programs Los Angeles Public Library, Entrepreneurship and Financial Workshops with CSULA and Youth Soccer Development City of Downey. In my free time, I enjoy traveling, classic cars, and the Los Angeles Dodgers.

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.