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

James Duncan

Private Wealth Advisor

858-334-0753

Contact James

Kristian Forster

Private Wealth Advisor

858-334-0759

Contact Kristian

Zjamahl Fain

Private Wealth Advisor

858-334-0872

Contact Zjamahl

Matthew Gediman

Private Wealth Advisor Managing Director

858-334-0754

Contact Matthew

Ronny Inniger

Private Wealth Advisor

858-334-0762

Contact Ronny

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.

Insights

 

Market news

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

Weekly market analysis

Business succession planning: Keeping it in the family

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.

Read article