About our office

The San Diego 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 retirees, business owners, and corporate executives; 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

Lee Gagne

Private Wealth Advisor
858-410-1000

Bio page Contact Lee

James Papas

Private Wealth Advisor
858-210-4819

Bio page Contact James

Sak Sopheak

Private Wealth Advisor
858-334-0753

Bio page Contact Sak

Rachelle Tubongbanua

Private Wealth Advisor Managing Director
619-699-6696

Bio page Contact Rachelle

Victor Vera Morales

Private Wealth Advisor
858-334-0755

Bio page Contact Victor

Our leadership

“When you care, you’ll always do the right thing.”

 

– Vladimir Victorio, Market Leader, Greater San Diego

Community involvement

Engaged in our communities

U.S. Bank believes in giving back. Over the past three years in our community, we’ve provided $7 million in U.S. Bank Foundation and corporate giving and 12,000 in volunteer hours. Our team is actively involved in providing support through the Old Globe Theater, San Diego Symphony, La Jolla Playhouse, San Diego Padres and more.

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

How to know when to retire: 6 signs you’re ready

Knowing when to retire is a highly personal decision that involves your financial plan, emotional factors and other considerations. But there are ways to confidently answer the question, “Should I retire?”

Read article

Address these 4 issues before selling your business

Even if the sale of your business is years away, it’s never too early to start planning for how it will happen.

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.