FDIC-Insured - Backed by the full faith and credit of the U.S. Government
At CalPrivate Bank, We provide specialized banking for Attorneys & their Clients. Our dedicated, experienced Relationship Managers & Private Bankers provide a personalized approach tailored specifically to the needs of your law practice. Our goal is to simplify your day-to-day banking with innovative borrowing, deposit and financial advisory solutions.
San Diego County Bar Association
Welcome San Diego County Bar Association
Contact Me
Becky Mendoza
SVP | San Diego Market Manager
619-719-4002
bmendoza@calprivate.bank
As a member of the SDCBA, CalPrivate Bank offers several benefits to members:
- Waived Maintenance Fees: For the first 12 months, you won’t have to pay maintenance fees on your accounts.
- $25 Credit for First Check Order
- Dedicated Private Banker
- Onboard Training
- We offer resources to help members maximize their use of financial solutions
Our Suite of Products
- Checking, Savings and Money Market Accounts to include IOLTA, Settlement, Escrow Accounts and Court-ordered Conservatorships
- Business Loans and Lines of Credit
- Unsecured Lines of Credit
- Practice Acquisition Financing
- SBA Loans
- Positive Pay
Fiduciary Accounts
CalPrivate Bank is uniquely qualified to support Fiduciary Accounts, including IOLTA, given our understanding of the complexities and intricacies of these account types.
Segregated Interest-Bearing Attorney Client Trust Accounts
- Specific Fiduciary Accounts
- Segregated Interest-Bearing Attorney Client Trust Accounts (IOLTA)
- Qualified Settlement Fund Accounts
- 1031 Exchange Accounts
- Free Online Access
- With Customizable Account Level Permissions
- Comprehensive Monthly Statements
- Tax simplification through 1099s at the sub-account level
- Free Online Access
Business Money Markets
Infant / Minor Compromise CDs
- Tailored to specifically meet the needs for the settlement funds in a Minor’s or Infant’s Compromise Order
Who We Serve
We provide unparalleled service to our law firm Clients and deliver personalized solutions to drive the value of future case pipelines.
- Bankruptcy Law Firms
- Business Law
- Class Action
- Estate & Probate
- Family Law
- Mass Tort
- Personal Injury Attorneys
- Trust & Estate
- Workers Compensation
Responsiveness, Confidentiality, Creativity & Convenience
These are the cornerstones of our Unparalleled Service model; a dependable and valued resource for your practice and your Clients.
What Sets Us Apart?
- Experts who understand the specialized nature of law firm Banking
- A Single Point of Contact
- Access to Decision Makers
- Customized Solutions
Ready for a Distinctly Different™ Banking Experience?
Learn more by contacting a Banking Professional or Contact your nearest Banking Office.
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