Private Wealth Management in Beverly Hills, CA

About our office

The Beverly Hills 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, 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

Reza Sarem Aslani

Private Wealth Advisor 310-205-7558

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Kyle Dunphy

Private Wealth Advisor 310-913-9587

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Zhanna Fish

Private Wealth Advisor Managing Director 310-492-0216

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Mario Hernandez

Private Wealth Advisor 310-492-0215

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Clint Hodges

Private Wealth Advisor 310-739-8132

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MATT ROBERTS

Private Wealth Advisor Managing Director 562-708-9264

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David Wong

Private Wealth Advisor 424-425-4370

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Our leadership

“Empowering people to leave the legacy they envision is at the center of all we do.”

Omid Noori, Market Leader, Greater Los Angeles

Engaged in our communities

U.S. Bank believes in giving back. Over the past three years in our community, we’ve provided over $8 million in U.S. Bank Foundation and corporate giving and over 10,000 in volunteer hours. Our team is actively involved in providing support through California Science Center, YMCA, Boys and Girls Clubs, Pacific Symphony and others.

Insights from our experts

Market news

Stay on top of the changing U.S. and global markets with our market news page. Dive deeper with our daily market analysis, volatility updates and frequent market teleconferences with U.S. Bank investment experts.

Business exit strategy: Preparing to sell your business

A business exit strategy can help ensure your desired objectives and timing are met when you sell your business. Keep these key considerations top of mind.

Strategies for navigating family finance conversations

Money can be hard to talk about, especially with family. These three strategies can help you have more productive financial planning conversations.

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, U.S. Bancorp Advisors 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:
Equal Housing Lender. Deposit products offered by U.S. Bank National Association. Member FDIC. Credit products are offered by U.S. Bank National Association and subject to normal credit approval.
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.