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 Sak Sopheak

Sak 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

Victor Vera

Private Wealth Advisor 619-699-6637

headshot of JESSICA WINANDY

JESSICA WINANDY

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

Market news

Stay on top of the changing U.S. and global markets with our market news page. Dive deeper with our daily market analysis, volatility updates and frequent market teleconferences with U.S. Bank investment experts.

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.

Selling your business: 4 key issues to consider

Even if the sale of your business is years away, it’s never too early to start planning for it. Preparing well in advance can help you shift your mindset and get clarity on your objectives for the sale.

Disclosures