Working with us

Theresa Kumar is a private wealth advisor in San Diego. She helps complex families, businesses and high-net-worth individuals achieve clarity, confidence and structure to their financial wellbeing. She accomplishes this by getting a deep understanding of their values, struggles, and aspirations.

Theresa coordinates a team of specialists to implement custom comprehensive wealth plans to help her clients accomplish their goals. These specialists include Investment Management, Private Banking, Custom Credit, Trust and Estate Services, Wealth Planning and Philanthropic Services.

Theresa has been in the financial service industry since 2003. Prior to joining Wells Fargo Bank, Theresa worked at US Bank Private Wealth Management as a Private Wealth Advisor. In addition to Wealth Management, Theresa has spent several years focusing on consumer and business banking/lending. Theresa’s professional background includes extensive experience in business development and relationship management while providing an exceptional client experience and
advocacy.

Theresa is committed to community and passionate about bringing people together to help achieve their goals. Theresa serves on Birch Aquarium’s advisory board, and a member of Women United through United Way. Theresa also serves as the board chair for Wells Fargo San Diego Women Connection.

Theresa earned a Bachelor of Science degree in Marketing from University of Illinois Chicago, her hometown. Theresa resides in San Diego with her husband Sunny and daughter Lily. When she is not at work, she enjoys spending time with friends and family. Theresa also appreciates physical fitness, traveling and reading.