About our office

The La Jolla team supports the wealth goals of individuals and families. We work with a wide range of clients, with varying life experiences and backgrounds. Our office has deep expertise in working with retirees, business owners, and corporate executives; however, we’re able to advise regarding many unique needs or situations. We’re committed to helping you work towards the life and legacy you envision and deserve.

Meet our Private Wealth Management team

Ronny Inniger

Private Wealth Advisor


Contact Ronny

Theresa Kumar

Private Wealth Advisor


Contact Theresa

Brett MacLeod

Private Wealth Advisor


Contact Brett

Sak Sopheak

Private Wealth Advisor


Contact Sak

Victor Vera Morales

Private Wealth Advisor


Contact Victor

Engaged in our communities

U.S. Bank believes in giving back. Over the past three years in our community, we’ve provided $5 million in U.S. Bank Foundation and corporate giving and 11,000 in volunteer hours. Our team is actively involved in providing support through the Old Globe Theater, San Diego Symphony, La Jolla Playhouse, San Diego Padres and more.

Community involvement

Our services


Insurance products are available through our affiliate U.S. Bancorp Investments.



Market news

Stay informed with our up-to-date reports on economic events and news from the markets.

Weekly market analysis

3 transition strategies for family business succession

Planning ahead may potentially ease the transition of your family business without a major tax hit.

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Retirement planning checklist

Review 11 important factors that can affect how you plan for retirement.

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