U.S. Bank - Private Wealth Advisor: Uma Swami

Services Offered

• Personalized wealth planning
• Investment management
• Retirement planning
• Financial guidance

About

Uma Swami is a Private Wealth Advisor based in Century City, California, providing personalized financial planning and investment guidance. She partners with clients to understand their unique needs and goals, developing tailored wealth plans that align with their vision for the future. Uma offers one-on-one consultations, both in-person and virtually, ensuring a comprehensive approach to managing wealth. Her practice focuses on serving individuals and families looking to achieve long-term financial success.

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