About our office
Meet our Private Wealth Management team
Andrew Barrier
Private Wealth Advisor 949-992-1683
Zjamahl Fain
Private Wealth Advisor 949-863-2364
Tim Henderson
Private Wealth Advisor 949-542-9309
Alice Hsu
Private Wealth Advisor 949-863-2349
Michael Lewis
Private Wealth Advisor 949-291-2952
Johnny Liu
Private Wealth Advisor 909-270-7759
Cristina McManus
Private Wealth Advisor 949-536-4109
Sam Moini
Private Wealth Advisor 949-898-4328
Blake Nakamura
Private Wealth Advisor 949-512-2435
Kim Nguyen
Private Wealth Advisor 949-814-2452
Jon Pommier
Private Wealth Advisor 949-863-2344
Steven Solis
Private Wealth Advisor 949-356-8760
Rob Warren
Private Wealth Advisor 949-520-2387
MIN ZHA
Private Wealth Advisor 949-382-5384
Our leadership
Engaged in our communities
Our services
Insurance products are available through our affiliate U.S. Bancorp Advisors.
Disclosures
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 Advisors and their representatives do not provide tax or legal advice. Your tax and financial situation are unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.
For U.S. Bank:
Equal Housing Lender. Deposit products offered by U.S. Bank National Association. Member FDIC. Credit products offered by U.S. Bank National Association and subject to normal credit approval.
U.S. Bank is not responsible for and does not guarantee the products, services or performance of U.S. Bancorp Advisors, LLC.
U.S. Bank does not offer insurance products. Insurance products are available through our affiliate USBA Insurance Services.
For U.S. Bancorp Advisors:
Insurance services are offered by USBA Insurance Services, a dba of U.S. Bancorp Advisors, having a California domicile and principal place of business at 800 N. Brand Blvd., 16th Floor, Glendale, CA 91203, CA Insurance License #6011694. Products may not be available in all states.