Wealth Management Advisor

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Investment Management

What's the optimum investment strategy that addresses your needs? Through CB&T Wealth Management, you can take full advantage of professional investment management services and experienced advisors who aim to help you secure a brighter financial future.

Before any investment is made or portfolio is constructed, your dedicated CB&T Wealth Management advisor will work closely with you to determine the strategies that suit the goals most important to you, even when those goals extend well beyond financial issues.

Once your objective, tolerance for risk, investment time frame, and other essential information is assessed, we can recommend a balance of investments most appropriate to your needs.


Securities and Advisory services offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. These products are not obligations of the California Bank & Trust and are not endorsed, recommended or guaranteed by California Bank & Trust or any government agency.

The investment products sold through LPL Financial are not insured California Bank & Trust deposits and are not FDIC insured. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

California Bank & Trust and CB&T Wealth Management are not registered broker/dealers and are not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: California