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 Partner 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 Tim McGinnis

Tim 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

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.

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.

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.

Disclosures