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 achieve the life and legacy you envision and deserve.

Meet our Private Wealth Management team

Marivi Shivers

Private Wealth Advisor

619-696-5056

Contact Marivi

Jason Silberman

Private Wealth Advisor

949-633-9800

Contact Jason

Rachelle Tubongbanua

Private Wealth Advisor

619-699-6696

Contact Rachelle

Engaged in our communities

U.S. Bank believes in giving back. Over the past three years in our community, we’ve provided $5 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 Old Globe Theater, San Diego Symphony, San Diego Padres, La Jolla Playhouse and more.

San Diego 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

Women and retirement: Financial planning

It is especially important for women to have a plan in place as they prepare for retirement.

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Should I sell my business?

Inform your preferred transition approach one answer at a time.

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