Merrill Lynch Financial Advisor Charles A Phelps

Merrill Lynch Financial Advisor Charles A Phelps, located at 101 South Ellsworth Avenue in San Mateo, California, offers personalized wealth management services through Phelps-Ting & Associates. The team believes in building strong relationships through teamwork and involvement, utilizing the global investment capabilities of Merrill Lynch and the banking convenience of Bank of America. They strive to be your primary source for financial advice and guidance, valuing dedication and diligence at every step of the financial planning process.

Phelps-Ting & Associates works with a diverse clientele, including entrepreneurs, entertainers, athletes, tech professionals, executives, and leaders in various industries. They provide advice and guidance on various aspects of your financial world, helping you invest, manage income, plan for retirement, and build a foundation for future generations.

The team's goals-based wealth management approach focuses on tying together all aspects of your financial life into one integrated strategy. They analyze your current financial situation, consider your objectives, and estimate potential impacts on your portfolio to provide a clear picture of your financial outlook.

As a client, you gain access to worldwide investment insights and resources, allowing you to design portfolios tailored to your objectives, risk tolerance, and time horizons. Phelps-Ting & Associates can recommend investments, manage assets, and provide guidance on various financial matters to help you achieve your short-term, intermediate, and long-term goals.

With a commitment to personalized wealth management and exemplary client service, Phelps-Ting & Associates aims to help you gain greater financial clarity and achieve your financial aspirations, no matter where you are on your journey.