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Merrill Lynch Financial Advisor Sean H Balkhi
28202 Cabot Road, Laguna Niguel, California, United States
About the Merrill Lynch Financial Advisor Sean H Balkhi
Merrill Lynch Financial Advisor Sean H Balkhi is a seasoned professional with over 20 years of experience in wealth management. Located at 28202 Cabot Road, Laguna Niguel, California, United States, Sean works with a diverse clientele across California and 15 other states. His expertise lies in crafting customized financial strategies tailored to individual goals and objectives.
Sean's background as a former mechanical engineer with the Department of Defense gives him a unique perspective on market dynamics and investment analysis. He is dedicated to providing clients with transparent and personalized financial solutions, ensuring that their best interests are always the top priority.
Specializing in working with high-net-worth individuals, including business owners, physicians, attorneys, and successful professionals, Sean helps clients navigate complex financial decisions such as retirement planning, tax-efficient income distribution strategies, and legacy planning. He utilizes Merrill model portfolios and alternative investments to create tailored investment portfolios that align with clients' risk tolerance and financial goals.
Sean's commitment to ongoing industry training is reflected in his credentials, including the Certified Private Wealth Advisor® certification. He also collaborates with specialists at Bank of America, N.A. to offer clients comprehensive banking solutions and estate planning strategies.
With a focus on building strong client relationships based on trust and personalized service, Sean's mission is to understand each client's unique goals and priorities. By developing personalized financial plans and regularly reviewing progress, he helps clients pursue their financial aspirations with confidence.
Whether it's planning for retirement, funding a child's education, or passing wealth to future generations, Sean is dedicated to helping clients achieve their financial goals and navigate life's changes with a proactive and strategic approach.
Photos of Merrill Lynch Financial Advisor Sean H Balkhi
28202 Cabot Rd Suite 200, Laguna Niguel, CA 92677, United States
Opening hours of Merrill Lynch Financial Advisor Sean H Balkhi
Monday:
07:00 - 15:00
Tuesday:
07:00 - 15:00
Wednesday:
07:00 - 15:00
Thursday:
07:00 - 15:00
Friday:
07:00 - 15:00
Saturday:
Day off
Sunday:
Day off
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