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

Kristian Forster

Private Wealth Consultant
858-334-0759

Bio page Contact Kristian

Ronny Inniger

Private Wealth Advisor
858-334-0762

Bio page Contact Ronny

Brett MacLeod

Private Wealth Advisor
858-334-0754

Bio page Contact Brett

Dale Smith

Private Wealth Advisor
858-334-0872

Bio link Contact Dale

Rachelle Tubongbanua

Private Wealth Advisor Managing Director
619-699-6696

Bio page Contact Rachelle

Suchit Vyas

Private Wealth Advisor
619-372-6721

Bio page Contact Suchit

Craig Ward

Private Wealth Advisor
760-827-0832

Bio page Contact Craig

Our leadership

“When you care, you’ll always do the right thing.”

 

– Vladimir Victorio, Market Leader, Greater San Diego

Community involvement

Engaged in our communities

U.S. Bank believes in giving back. Over the past three years in our community, we’ve provided $7 million in U.S. Bank Foundation and corporate giving and 12,000 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.

Our services

Wealth planning Investment management Banking
Trust and estate services Business planning Charitable giving
Insurance Specialty asset management

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

Insights from our experts

Market news

Read our up-to-date reports on economic events and news from the markets.

Browse updates

3 transition strategies for family business succession

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

Read article

Retirement planning checklist

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

Read article

Disclosures

Start of disclosure content

Investment and insurance products and services including annuities are:
Not a deposit ● Not FDIC insured ● May lose value ● Not bank guaranteed ● Not insured by any federal government agency.

U.S. Bank, U.S. Bancorp Investments and their representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.

For U.S. Bank:

U.S. Bank is not responsible for and does not guarantee the products, services or performance of U.S. Bancorp Investments, Inc.

U.S. Bank does not offer insurance products. Insurance products are available through our affiliate U.S. Bancorp Investments.

For U.S. Bancorp Investments:

Investment and insurance products and services including annuities are available through U.S. Bancorp Investments, the marketing name for U.S. Bancorp Investments, Inc., member FINRA and SIPC, an investment adviser and a brokerage subsidiary of U.S. Bancorp and affiliate of U.S. Bank.

Insurance products are available through various affiliated non-bank insurance agencies, which are U.S. Bancorp subsidiaries. Products may not be available in all states. CA Insurance License #0E24641.