About our office

The Newport Beach 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, corporate executives and modern families; 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

Zjamahl Fain

Private Wealth Advisor
858-334-0872

Bio page Contact Zjamahl

Kristian Forster

Private Wealth Consultant
858-334-0759

Bio page Contact Kristian

Alice Hsu

Private Wealth Advisor
949-863-2349

Bio page Contact Alice

John Knodle

Private Wealth Advisor
949-863-2345

Bio page Contact John

Michael Lewis

Private Wealth Consultant
949-863-2322

Bio page Contact Micheal

Jon Pommier

Private Wealth Advisor
949-662-5725

Bio page Contact Jon

Our leadership

“Empowering people to leave the legacy they envision is at the center of all we do.”

 

– Omid Noori, Market Leader, Greater Los Angeles and Orange County

Community involvement

Engaged in our communities

U.S. Bank believes in giving back. Over the past three years in our community, we’ve provided over $8 million in U.S. Bank Foundation and corporate giving and over 10,000 in volunteer hours. Our team is actively involved in providing support through the Laguna Beach Boys and Girls Club, Girls Inc. of Orange County, Pacific Symphony, Laguna Playhouse and others.

Our services

Wealth planning Investment management Banking
Trust and estate services Business planning Charitable giving
Insurance Specialty asset management

Insurance products are available through our affiliate U.S. Bancorp Investments.

Insights from our experts

Market news

Read our up-to-date reports on economic events and news from the markets.

Browse updates

Growth strategies for business owners

Discover the best strategies to grow and expand your business, whether it’s through marketing, partnerships, outsourcing or acquisitions.

Read article

Financial planning tips for the sandwich generation

Three tips on how to take care of your own finances while financially supporting others.

Read article

Disclosures

Start of disclosure content

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 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:

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.