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First Citizens Wealth Services in Southern California

Our legacy helps you strengthen yours

Since 1935, our goal has been to help clients expand and preserve their wealth while forging lasting relationships that lead to lasting legacies. When you partner with us, you will partner with an experienced team of wealth professionals dedicated to building the future that you envision. 

Our Southern California team is ready to help you start your legacy today.

Meet our team >>

Holistic Wealth

map-travel-distance-directions Plan Your Wealth Journey
Regardless of where you are, we can help enhance your plan to achieve your objectives and reach your goals. 
family-relationship-father-mother-child.png Transitioning Wealth
We'll help you navigate the complexities of wealth transfer planning, including estate and tax planning, to meet your legacy goals.

Cash Flow Advantages

money-cash-coins-payment-dollars.png Higher Interest Rates on Deposits
Get private checking and money market accounts with preferred interest rates and no monthly fees.
home-flat.png Customized Lending & Lines of Credit
Flexible financing options can help you use your specialized assets such as homes, vacation properties, invested assets or commercial real estate as collateral to meet your liquidity needs.

Get Started

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Disclosures
View First Citizens Wealth Management’s important disclosures for clients.

See more about First Citizens Investor Services, Inc. and our investment professionals at FINRA BrokerCheck.

This information is provided for educational purposes only and should not be relied on or interpreted as accounting, financial planning, investment, legal or tax advice. First Citizens Bank (or its affiliates) neither endorses nor guarantees this information, and encourages you to consult a professional for advice applicable to your specific situation.

Links to third-party websites may have a privacy policy different from First Citizens Bank and may provide less security than this website. First Citizens Bank and its affiliates are not responsible for the products, services and content on any third-party website.

First Citizens Wealth Management utilizes MoneyGuidePro as its Financial Planning Tool. MoneyGuidePro and Play Zone® are registered trademarks of PIEtech℠. All screenshots are ©PIEtech℠. Reproduced with permission. All rights reserved.

Your investments in securities, annuities and insurance are not insured by the FDIC or any other federal government agency and may lose value. They are not a deposit or other obligation of, or guaranteed by any bank or bank affiliate and are subject to investment risks, including possible loss of the principal amount invested. Past performance does not guarantee future results.

First Citizens Wealth Management is a registered trademark of First Citizens BancShares, Inc. First Citizens Wealth Management products and services are offered by First-Citizens Bank & Trust Company, Member FDIC; First Citizens Investor Services, Inc., Member FINRA and SIPC, an SEC-registered broker-dealer and investment advisor; and First Citizens Asset Management, Inc., an SEC-registered investment advisor.

Brokerage and investment advisory services are offered through First Citizens Investor Services, Inc., Member FINRA and SIPC. First Citizens Asset Management, Inc. provides investment advisory services.

Bank deposit products are offered by First Citizens Bank, Member FDIC.