About our office

The San Diego 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 executives; however, we’re able to advise regarding many unique needs or situations. We’re committed to helping you work toward the life and legacy you envision and deserve.

Meet our Private Wealth Management team

headshot of Lee Gagne

Lee Gagne

Private Wealth Advisor, 858-410-1000

headshot of James Papas

James Papas

Private Wealth Advisor, 858-340-9137

headshot of Velenda Sanchez

Velenda Sanchez

Private Wealth Advisor, 858-302-7676

headshot of Saksoknik Sopheak

Saksoknik Sopheak

Private Wealth Advisor, 858-334-0753

headshot of Rachelle Tubongbanua

Rachelle Tubongbanua

Private Wealth Advisor Managing Director, 619-699-6696

headshot of Victor Vera Morales

Victor Vera Morales

Private Wealth Advisor, 619-699-6637



Private Wealth Advisor, 858-209-1992

Our leadership

When you care, you’ll always do the right thing.
Vladimir Victorio, Market Leader, Greater San Diego

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.

Insights from our experts

Investing insights

Are you a beginning investor wondering where to start? Even if sometimes confusing, the average investor can grow and preserve wealth by taking advantage of a number of investment strategies. While you can't predict what the markets will do next you can take some basic investing steps to ensure you're investing wisely.

Retirement planning checklist

Use this retirement planning checklist with guidelines starting 10 years out to help you more efficiently prepare for the next phase of your life.

Address these 4 key issues before selling your business

Thinking about selling your business? U.S. Bank business advisors recommend early planning to assess your readiness, identify stakeholders and set objectives.