California Bank & Trust

Please join us at The San Diego County Bar Association's “Stepping Up to The Bar” on Friday, Dec. 6, 2024. CB&T advocates for the legal community with comprehensive financial services to meet their unique business and personal needs. Register here: https://bit.ly/3AOzzsE Learn more about how we can help you optimize your operations and move your firm forward: https://bit.ly/3AE6aBu Pejhmon Kalantar, Gilbert Kennedy, Gail King

Receive $500 when you open a new business checking account with CB&T! Discover the benefits of working with a knowledgeable banker who can be your trusted advisor to help meet your business needs and priorities and recommend potential solutions. Sign up here: https://bit.ly/3V3gjyl

Ready to grow your savings? Check out our high-yield CD: https://bit.ly/4e3Y97D

Originally initiated by the Association of Certified Fraud Examiners (ACFE), International Fraud Awareness Week is an annual campaign that began over two decades ago. It is designed to raise awareness about fraud, promote anti-fraud education and inspire preemptive efforts to reduce fraud’s global impact. Learn about International Fraud Awareness Week and how you can protect your business against financial and reputational harm with practical fraud prevention tips. https://bit.ly/40TllkJ

Meet Joseph Cruz our dedicated Manager of our Northern California Business Banking Department. Joseph has been with CB&T for over two years and is passionate about helping people gain control over their finances. Joseph shares his top tips for budgeting during the holiday season. First, create a list of people that you plan on buying gifts for and create a budget. Eliminate impulse shopping and spending by giving yourself a maximum spending limit. Keep an eye out for sales and leverage holiday sales promotions. This is a big one! Be careful not to get carried away with spending too much with your credit cards. Connect with a banker today: https://bit.ly/4fhFR36

Need a credit card for your business? Open an Amazing Business Visa? Credit Card1 and receive $1,000 bonus cash back! ?? When you sign up, you’ll also receive: ? 3% cash back on qualifying purchases ? 0% APR on purchases for the first six months, variable rate of 19.00% thereafter Sign up here: https://bit.ly/3yv2AIr

Last week, our amazing associates volunteered for the Alameda County Community Food Bank as part of CB&T Give Week. Together, they helped pack and distribute food to local families, demonstrating our commitment to supporting our community in meaningful ways. Left to right, Susan Leong, Katrina Schindler, Dmitri Howard, Jack Nauman, Michael Fieber, David SiuYingYuan, Donna Chan, Mary Liu, Holly Iwanaga

On the heels of the presidential election, our Director of Investment Management for Wealth and Fiduciary Services Anthony Valeri, CFA takes a look into historical stock performance and GDP growth by presidential administration and political party. https://bit.ly/4hH59Jz

We’re excited to highlight our client Café?Madeleine, a family-owned French café in San Diego, that’s been expanding and thriving in the community. Business Center Manager of the San Diego City Heights branch Jad El-Abdallah has been their banker, providing key financial advice and guidance, helping them navigate each stage of their growth. It’s been rewarding to see their success, and we look forward to supporting their continued expansion.

CB&T Give Week I really appreciate the opportunities CB&T give us to go out and participate in various activities that have an impact in the surrounding community. It has been a while since I have been involved in Junior Achievement and was able to volunteer at Ada Clegg Elementary School in Huntington Beach with JR Younathan. California Bank & Trust Junior Achievement of Orange County & Inland Empire JR Y. Fernando "Fred" Zago