About our office

The Walnut Creek 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, executives and philanthropists; 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 Chris Bhairo

Chris Bhairo

Private Wealth Advisor, 925-234-5336

headshot of Sahar Hejazi

Sahar Hejazi

Private Wealth Advisor, 925-474-7985

headshot of Sahar Khoury

Sahar Khoury

Private Wealth Advisor, 510-727-9749

headshot of Timothy McGinnis

Timothy McGinnis

Private Wealth Advisor Managing Director, 916-498-3441

headshot of Tim Naemi

Tim Naemi

Private Wealth Advisor, 925-854-0386

headshot of Isolda Sanchez

Isolda Sanchez

Private Wealth Advisor, 925-286-9862

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 $4 million in U.S. Bank Foundation and corporate giving and 7,000 in volunteer hours. Our team is actively involved in providing support through the California Rural Indian Health Board, Placer Land Trust, United Way California Capital Region and others.

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.

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.

6 ways to manage concentration risk in your portfolio

Owning too much of any one stock can be detrimental to your investment portfolio’s performance. Here are six strategies that can help you reduce your exposure to concentration risk.