About our office

The Santa Barbara 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

Alexandra Bongiovanni

Private Wealth Advisor

805-231-6651

Contact Alexandra

Manuel Molera

Private Wealth Advisor

805-325-0371

Contact Manuel

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 California Science Center, YMCA, Boys and Girls Clubs, Pacific Symphony and others.

Community involvement for Private Wealth Management Santa Barbara, CA office.

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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3 steps to manage concentration risk in your portfolio

How to diversify a concentrated, and potentially risky, portfolio.

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