U.S. Bancorp Advisors - Financial Advisors: Ventura - Ventura (CA)

Charlotte I’ve been with first command for 5 years in 3 different duty stations. Chalitda is by far the best advisor I’ve had. She truly cares about her clients and it shows with the time and energy she has put into helping me on my path to reach financial freedom. I didn’t grow up with financial security and I was not well educated on finances coming into the Navy, but Chalitda has helped fill in those gaps with white board drawings and many repeated explanations until I truly understood. This location has monthly events such as “puppies & pints” and “paint & sips” that help build community and they typically offer “lunch & learn” sessions to continue to build financial knowledge which have been great for my friends and I to attend.

Alice Lindquist Maggie has done our taxes for years. I would highly recommend her services. Shes very friendly and knowledgeable. Wouldnt go to anybody else.

Lyz Luke Riza is someone that genuinely cares about her clients and their well being. She wants to empower you while helping you reach your financial and personal goals. Her depth of experience has a wide span that also includes working with women as well as POC. If youre looking for a financial partner thats also someone who has your back, please dont hesitate to reach out to her today.

Sarah McKinley Very straightforward, helpful, efficient service. It was so simple to just drop off my papers then come back later for my completed return!