About our office

The South Bay 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

Daniel Curtis

Private Wealth Advisor

310-953-1275

Contact Daniel

Matthew Roberts

Private Wealth Advisor

562-708-9264

Contact Matthew

Vladimir Victorio

Private Wealth Advisor Managing Director

661-917-0640

Contact Vladimir

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 South Bay, 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

3 questions to ask before selling your business

Selling a business you started and built from the ground up can be a tough step to take.

Read article

3 steps to manage concentration risk in your portfolio

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

Read article