James Papas Email & Phone Number | With over 20 years of experience in the financial services industry, I am a seasoned Private Wealth Advisor at U.S. Bank, one of the largest and most respected banks in the country. I am passionate about helping my clients achieve their financial goals and aspirations, by providing comprehensive and customized wealth management strategies that encompass investment management, private banking, trust and estate services, wealth planning and family dynamics. I work closely with a team of specialists and collaborate with other client advisors, such as attorneys and accountants, to deliver ideas and suggestions that address the unique needs of my clients. I leverage my expertise in asset allocation, retirement planning, and risk management, to help my clients optimize their wealth and plan for their future. I am committed to building long-term and trusted relationships with my clients, and to delivering exceptional service and value. I invite you to contact me at (858) 340-9137 to learn more about how I can help.

James Papas

With over 20 years of experience in the financial services industry, I am a seasoned Private Wealth...
San Diego, California, United States

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James Papas’s Location San Diego, California, United States

James Papas’s Current Industry Us Bank

James Papas’s Prior Industry Charles Schwab | Wells Fargo Funds Management | Fidelity Investments

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Vice President, Private Wealth Advisor at U.S. Bank Private Wealth Management

2023-08-01 00:00:00 - Present

VP - Financial Consultant

2007-08-01 00:00:00 - 2023-07-01 00:00:00

Regional Director

2004-09-01 00:00:00 - 2007-07-01 00:00:00

Financial Planning Consultant

2002-06-01 00:00:00 - 2004-08-01 00:00:00

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James Papas is a With over 20 years of experience in the financial services industry, I am a seasoned Private Wealth Advisor at U.S. Bank, one of the largest and most respected banks in the country. I am passionate about helping my clients achieve their financial goals and aspirations, by providing comprehensive and customized wealth management strategies that encompass investment management, private banking, trust and estate services, wealth planning and family dynamics. I work closely with a team of specialists and collaborate with other client advisors, such as attorneys and accountants, to deliver ideas and suggestions that address the unique needs of my clients. I leverage my expertise in asset allocation, retirement planning, and risk management, to help my clients optimize their wealth and plan for their future. I am committed to building long-term and trusted relationships with my clients, and to delivering exceptional service and value. I invite you to contact me at (858) 340-9137 to learn more about how I can help.