David Sorensen

Senior Vice President, Private Client Advisor

Professional Profile

David E. Sorensen is a Senior Vice President and Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management in Walnut Creek, California. David works with high net worth and ultra-high net worth individuals and families to deliver a personalized approach to complex financial structures. He provides guidance on asset allocation, financial strategy and leverage, tax efficiency, and intergenerational transfers. David seeks to provide clients with financial guidance in the areas of asset management and debt management, as well as, potential solutions for complex commercial real estate financing needs.

As a Private Client Advisor, David manages a team of U.S. Trust® specialists, each of whom have in-depth knowledge of a particular area, such as: investments, trust and fiduciary services, estate planning, philanthropy, family office services, and credit and lending. David oversees the implementation of customized initiatives and help clients to periodically monitor strategies for changes in family situations and life events.

Prior to joing U.S. Trust, David was a Senior Vice President and Wealth Advisor at Wells Fargo's Private Bank. He also managed the Real Estate Group office in Walnut Creek, California. David has worked in the financial services industry for over 25 years and has broad experience in investment management, trust and fiduciary services, commercial lending, and real estate finance.

David earned his B.A. degree from Brigham Young University and his M.B.A. degree from the University of California, Berkeley, Haas Business School. He holds the Chartered Financial Analyst® (CFA®)  designation from CFA Institute.

David serves on the Board of Directors of HomeAid Northern California, a nonprofit organization providing housing for the homeless.

 

Chartered Financial Analyst® and CFA® are registered trademarks owned by CFA Institute. 

 

Our Team

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.

Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change

Lizanina (Liz) A Lucero

Private Client Manager

925.658.9780

Debra Jensen

Senior Trust Officer

925.658.9770

Let's Have A Conversation

We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

You don’t define your wealth by numbers alone, but also by the opportunities it provides. For more than 200 years, U.S. Trust has helped clients navigate the complex challenges of managing significant wealth. We draw on U.S. Trust’s personalized approach and private banking services, as well as the resources of Bank of America Corporation, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.

At U.S. Trust, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.