Private Wealth Management in San Francisco, CA

About our office

The Northern California 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 business owners, modern families and wealth creators; 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

Peter Bogardus

Private Wealth Advisor 415-774-2277

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Tyler Brasfield

Private Wealth Advisor

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Ruel Cabarles

Private Wealth Advisor 415-677-3781

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Nelson Cooney

Private Wealth Advisor 415-774-2280

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Morgan Lynch

Private Wealth Advisor 415-297-5726

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Jacque Maxon

Private Wealth Advisor 650-687-1765

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Tim McGinnis

Private Wealth Advisor Managing Director 916-498-3441

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Teni Sarkisian

Private Wealth Advisor 415-774-2228

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Vartan Shahijanian

Private Wealth Advisor

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Regina Susa

Private Wealth Advisor 408-367-2251

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Contact Regina

Our leadership

“Teamwork is most successful when it doesn’t feel like work.”

Barry Wellins, Market Leader, Northern California

Engaged in our communities

U.S. Bank believes in giving back. Over the past three years in our community, we’ve provided more than $5 million in U.S. Bank Foundation and corporate giving and over 8,000 in volunteer hours. Our team is actively involved in providing support through the Alliance for Community Development, Guide Dogs for the Blind, Horizons Foundation and others.

Explore our news and insights

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.

Business valuation: Key factors and how to assess a business’s value

If you’re thinking about selling your company, one of your first questions may be, “What is it worth?” These key factors can influence the perceived value of your business.

How to handle second marriage finances

When it comes to remarriage and finances, here are tips on what to plan for and thoughts on whether you should or shouldn’t combine finances.

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:
Brokerage and investment advisory products and services are offered by U.S. Bancorp Advisors, LLC, an SEC-registered broker-dealer, investment adviser, member FINRA / SIPC, and subsidiary of U.S. Bancorp and affiliate of U.S. Bank, N.A.
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.