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 achieve the life and legacy you envision and deserve.

Meet our Private Wealth Management team

John Knodle

Private Wealth Advisor

949-863-2345

Contact John

Sara Le

Private Wealth Advisor

949-863-2344

Contact Sara

Michael Lewis

Private Wealth Consultant

949-863-2322

Contact Michael

Harrison Palmer

Private Wealth Advisor

949-863-2325

Contact Harrison

Engaged in our communities

U.S. Bank believes in giving back. Over the past three years in our community, we’ve provided $9 million in U.S. Bank Foundation and corporate giving and 11,000 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.

Community involvement

Our services

 

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

Insights

 

Market news

Stay informed with our up-to-date reports on economic events and news from the markets.

Weekly market analysis

Growth strategies for business owners

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

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Financial planning tips for the sandwich generation

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

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