9460 Wilshire Boulevard
Second Floor
Beverly Hills, CA 90212
Request a call Call 310-291-6278
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, corporate executives and modern families; however, we’re able to advise regarding many unique needs or situations. We’re committed to helping you achieve the life and legacy you envision and deserve.
Meet our Private Wealth Management team
Reza Sarem Aslani
Private Wealth Advisor Consultant
714-878-3955
Bio page Contact Reza
Rahel Mengiste Cook
Private Wealth Advisor
213-615-6544
Bio page Contact Rahel
Kyle Dunphy
Private Wealth Consultant
213-615-6404
Bio page Contact Kyle
Zhanna Fish
Private Wealth Advisor Managing Director
310-492-0216
Bio page Contact Zhanna
Mario Hernandez
Private Wealth Advisor
310-492-0215
Clinton Hodges
Private Wealth Advisor
213-615-6232
Bio page Contact Clinton
Matt Roberts
Private Wealth Advisor Managing Director
562-708-9264
Bio page Contact Matt
David Wong
Private Wealth Advisor
213-356-2540
Bio page Contact David
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 the California Science Center, YMCA, Boys and Girls Clubs, Pacific Symphony and others.
Our services
Wealth planning Investment management Banking
Trust and estate services Business planning Charitable giving
Insurance Specialty asset management
Insurance products are available through our affiliate U.S. Bancorp Investments.
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Read our up-to-date reports on economic events and news from the markets.
Browse updates
Address these 4 issues before selling your business
Even if the sale of your business is years away, it’s never too early to start planning for how it will happen.
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Strategies for navigating family financial conversations
Talking with loved ones about money can be complex. Here are some strategies to navigate the topic with tact as you plan your family’s financial future.
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Disclosures
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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 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 andsubject 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:
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.
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