Merrill Lynch Financial Advisor Cynthia W Wong

he Merrill Lynch Financial Advisor Cynthia W Wong is located at 145 South State College Boulevard in Brea, California. Cynthia Wong has been recognized by Forbes as one of the "Top Women Wealth Advisors Best-in-State” in 2023. With over 30 years of experience in financial services, Cynthia focuses on advising families, executives, professionals, and business owners to make informed decisions about their money and assets.

Cynthia provides personalized financial strategies, portfolio development, retirement planning, and estate planning services. She holds various certifications and licenses, including the CERTIFIED FINANCIAL PLANNER™ certification and Series 7, 63, & 65 FINRA registrations. The institution offers services such as Merrill Personal Wealth Analysis™ to help clients achieve their financial goals.

The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. They believe in understanding each client's unique goals and priorities to create a customized financial approach. By getting to know clients personally, they can offer tailored investment strategies to address their needs and pursue their goals.

With access to the global resources of Merrill and banking solutions from Bank of America, Cynthia Wong and her team work with clients to develop a financial approach that aligns with their aspirations. They prioritize communication and collaboration with clients to ensure that their financial plans are regularly reviewed and adjusted to reflect changes in their lives and the financial markets.

The Merrill Lynch Financial Advisor Cynthia W Wong is committed to helping clients achieve their financial goals and navigate the complexities of their financial lives. With a focus on personalized service and comprehensive financial solutions, Cynthia and her team strive to provide clients with the guidance and support they need to succeed financially.