Private Wealth Management in San Diego, CA

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

Lee Gagne

Private Wealth Advisor 858-410-1000

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Contact Lee

James Papas

Private Wealth Advisor 858-340-9137

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Contact James

Velenda Sanchez

Private Wealth Advisor 858-302-7676

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Contact Velenda

Sak Sopheak

Private Wealth Advisor 858-334-0753

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Contact Sak

Rachelle Tubongbanua

Private Wealth Advisor Managing Director 619-699-6696

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Contact Rachelle

Victor Vera

Private Wealth Advisor 619-699-6637

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Contact Victor

JESSICA WINANDY

Private Wealth Advisor 858-209-1992

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Contact JESSICA

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.

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, U.S. Bancorp Advisors 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:
Equal Housing Lender. Deposit products offered by U.S. Bank National Association. Member FDIC. Credit products are 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 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.