First Citizens Wealth launched a new wealth advisory business with a team of advisors across Southern California to better serve individuals, families, and institutions in growing, managing, and preserving their wealth.
Led by regional executive Art Saldivar, a financial services veteran, the Southern California team consists of seven experienced financial professionals working from three separate offices serving the Los Angeles, San Diego and Orange County submarkets.
“Our wide array of financial products and services, combined with First Citizens’ long-time focus on personalized service, is a perfect fit for the needs of savers and investors across Southern California,” Saldivar said. “We are excited to begin our journey and look forward to establishing a premier wealth management provider in the region.”
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Having done business in the Southern California area for two decades, First Citizens today operates more than 60 branches statewide, most of them in the Southern California region, and has an active middle market banking and commercial lending practice across in the state.
In addition, First Citizens recently acquired assets and assumed deposits of Silicon Valley Bank (SVB)’s private and commercial banks, adding even more regional knowledge, financial talent, and client relationships to the organization’s portfolio.
With assets under management exceeding $50 billion, First Citizens has built one of the nation’s leading wealth management practices with a relentless focus on high-touch, personalized customer service. More than 900 First Citizens Wealth associates deliver a broad range of financial products and expertise to clients from coast to coast.
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“We look forward to introducing high net-worth individuals and institutional clients across Southern California to the unique blend of service and support that is making First Citizens Wealth one of the industry’s top providers of financial services and guidance,” Saldivar concluded.
First Citizens Wealth empowers clients with a comprehensive set of services and solutions to meet their unique and evolving needs. The team’s holistic approach, goals-based strategy and personalized service help ensure clients can make smart decisions at every stage of their financial journey.
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