California Bank & Trust

Our partnership with San Diego FC is in full swing, and we’re bringing you ways to join the excitement – on and off the pitch! Whether you’re chasing goals in soccer or in business – we’re here to help you win.

Global Money Week is an annual financial awareness campaign built to inspire youth to learn about financial literacy, personal finance, financial education and much more! The theme this year is “Think before you follow, wise money tomorrow,” emphasizing the importance of young people developing strong money management skills, recognizing emotional triggers and critically evaluating their finances.

California Bank & Trust is the presenting sponsor of Fashion Week El Paseo (March 14-19) and the Palm Desert Food & Wine Festival (March 20-23). As a regional bank with a local focus, we understand that the strength of a community lies in its people and its culture. We are proud to support and invest in the vibrancy of the Coachella Valley through these sponsorships. https://bit.ly/3RgzdiR

Whether you're filing as an individual, a small-business owner, or a self-employed professional, read for a few key steps you’ll want to take now, including collecting important tax documents, to help your 2025 tax season go as smoothly as possible. https://bit.ly/4bOYslY

The recent decline in consumer confidence and an ongoing selloff in the equity market — and what it means for investors — are the focus of our latest Market Moment video with Anthony Valeri, CFA, director of Investment Management for Wealth and Fiduciary Services. Watch the full market moment here: https://bit.ly/4bPobut

It’s almost spring, and this means it’s time to decide on San Diego’s Best Bank. And every year since 2010, readers of The San Diego Union-Tribune have bestowed that title upon California Bank & Trust (CB&T). The reason for this consistent recognition? Our bankers. Like our customers – San Diego’s best banking clients – our bankers live here and love the San Diego community. Our knowledgeable bankers provide local businesses and families with customized financial solutions, and they are good at what they do. While we’d like to say it’s a rock-solid certainty, it’s not. We need your help if we are to again claim our title as San Diego’s Best Bank. The nomination phase runs through April 1. It would be amazing to have your help in getting CB&T nominated as “Best Bank” for a historic 15th time. Click here to submit your nomination today! https://bit.ly/4bNqjTr

Join us virtually on March 20 at 8 a.m. for A Cultures United Conversation: Women Entrepreneurs Empowering Change, sponsored by Orange County United Way. CB&T Senior Vice President, Region Manager Erica Fernandez will moderate and bring together women business owners to share personal stories and professional insights, with a focus on how our community can support their success. RSVP here: https://bit.ly/4iGGzrF Khryzza Kelley, Beth Fujishige, Teresa Razo

California Bank & Trust was once again recognized as a Best & Brightest in Wellness winner for having innovative wellness programs and an emphasis on ensuring the health and well-being of employees. https://bit.ly/3XJR1GR

Our core, commercial, and business banking teams hosted a recent event highlighting how our solutions support commercial businesses. A great turnout led to valuable conversations on driving business success. Thank you to everyone who joined us! Ryan Malstaff, CTP, George O'Neil, Dale Baily, Vi Nguyen, Yutaka Saito, Sanja Sinha, Erica Fernandez, Nebiat Haile, Hillary Leon, Gerardo Espinosa, Richard Hong, Muna Reber

CB&T is delighted to kick off International Women’s Day! Celebrated annually each March, the day honors the achievements and contributions women have made in advancing equality, justice and opportunity in the United States. #AccelerateAction #IWD2025