Private Wealth Management
Newport Beach

4100 Newport Place, Suite 900
Newport Beach, CA 92660

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

Our Leadership

“Truly connecting with clients and building long-term relationships is the most rewarding part of my job. I firmly believe that before we ask for the privilege of working with a client, we need to show them how much we care.”

– John Sinnema, California Regional Executive

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.