Cesar Gomez
About Cesar Gomez
Cesar Gomez is a Senior Vice President and Private Banker at City National Bank in Pasadena, California, specializing in financial services for high net worth individuals and organizations. He has extensive experience in estate planning, wealth transfer management, and retirement planning, having previously worked at Wells Fargo Private Bank.
Work at City National Bank
Cesar Gomez serves as Senior Vice President and Private Banker at City National Bank, a position he has held since 2021. He operates out of Pasadena, California, where he focuses on delivering tailored financial services to high net worth individuals, families, professional services firms, and nonprofit organizations. His role involves providing customized credit solutions, as well as depository and cash management services, ensuring clients receive comprehensive financial support.
Previous Experience at Wells Fargo Private Bank
Prior to his current role, Cesar Gomez worked at Wells Fargo Private Bank as Senior Vice President from 2018 to 2021. During his three years in the Greater Los Angeles Area, he specialized in managing financial services for affluent clients. His experience at Wells Fargo allowed him to develop a deep understanding of the financial needs of high net worth individuals and families.
Background in Risk Asset Review and Credit Management
Cesar Gomez began his career at Wells Fargo, where he participated in the Risk Asset Review and Credit Management Training Program from 2003 to 2007. This four-year program in the Greater Los Angeles Area provided him with foundational knowledge in risk assessment and credit management, skills that have been integral to his subsequent roles in private banking.
Education and Expertise
Cesar Gomez earned his degree from the University of Southern California, where he studied from 1998 to 2002. His educational background complements his expertise in various financial services, including estate planning, trust and wealth transfer management, and retirement planning. This combination of education and practical experience positions him as a knowledgeable resource for clients seeking comprehensive financial strategies.