Private Wealth Management in Irvine, CA

About our office

The Irvine 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

Zjamahl Fain

Private Wealth Advisor, 949-863-2364

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Matt Grossbard

Private Wealth Advisor, 949-536-4196

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Tim Henderson

Private Wealth Advisor, 949-863-2351

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Alice Hsu

Private Wealth Advisor, 949-863-2349

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Michael Lewis

Private Wealth Advisor, 949-291-2952

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Johnny Liu

Private Wealth Advisor, 909-270-7759

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Blake Nakamura

Private Wealth Advisor, 949-512-2435

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Cristina McManus

Private Wealth Advisor, 949-536-4109

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Jon Pommier

Private Wealth Advisor, 949-863-2344

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Rob Warren

Private Wealth Advisor, 949-520-2387

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MIN ZHA

Private Wealth Advisor, 949-382-5384

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Our leadership

I’m particularly passionate about increasing diverse representation in the wealth management industry and mentoring the next generation.

Edward Mora, Market Leader, Orange County

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 the Laguna Beach Boys and Girls Club, Girls Inc. of Orange County, Pacific Symphony, Laguna Playhouse and others.

Insights from our experts

Investing insights

Are you a beginning investor wondering where to start? Even if sometimes confusing, the average investor can grow and preserve wealth by taking advantage of a number of investment strategies. While you can't predict what the markets will do next you can take some basic investing steps to ensure you're investing wisely.

5 factors that can affect business valuation

Business valuation can help you determine how much your company is worth. Here are five factors that can affect the perceived value of your business.

Sandwich generation financial planning tips

The sandwich generation faces unique challenges when balancing financial support for parents and kids. U.S. Bank has tips for keeping your financial goals a priority while supporting children and aging parents.

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.