![Guide.in.ua Guide.in.ua](https://cdn.guide.in.ua/img/guide300.webp)
Merrill Lynch Financial Advisor Maureen M Fong
560 South Winchester Boulevard, San Jose, California, United States
About the Merrill Lynch Financial Advisor Maureen M Fong
Merrill Lynch Financial Advisor Maureen M Fong, located at 560 South Winchester Boulevard in San Jose, California, is a highly experienced professional with over 35 years in the financial industry. Maureen is dedicated to providing clients with personalized financial and wealth management strategies tailored to their individual needs. She specializes in wealth accumulation, preservation, and transfer, with a focus on retirement income planning and wealth transfers to future generations.
Maureen has been recognized on the Forbes "Best-in-State Wealth Advisors" list in 2022, as well as the Forbes "America's Top Women Wealth Advisors" list in 2020 and 2021. She holds the Certified Investment Management Analyst (CIMA®) and Certified Plan Fiduciary Advisor (CPFA) designations, showcasing her expertise in the field.
Maureen's approach is goal-based and performance-driven, with a commitment to building enduring client relationships through exceptional service. She works closely with high net worth families, executives, and clients from Asia, offering tailored wealth management strategies to meet their financial goals. In addition to her work with individual clients, Maureen also assists companies with retirement benefits for their employees and non-profit entities with asset management.
As a Retirement Benefits Consultant, Maureen is dedicated to promoting financial literacy among young people and has been actively involved in community programs such as the Stock Market Game in K-12 schools. She is committed to giving back to the community and has served on boards at the YWCA and St. Andrew's School.
Maureen's team at Merrill Lynch Wealth Management is comprised of talented individuals who are dedicated to building strong client relationships based on trust and personalized service. With the support of the global resources of Merrill, Maureen and her team can help clients build and document personalized financial plans centered on their goals and priorities. Whether clients are planning for retirement, saving for a home, or funding their child's education, Maureen starts by listening to understand their unique needs and objectives.
By utilizing the Investment Personality Assessment developed by Merrill, Maureen can gain a deeper understanding of her clients' investing preferences and customize financial approaches to help them pursue their financial goals. With a focus on providing relevant guidance and outstanding service, Maureen is committed to helping clients achieve financial success and secure their financial future.
Photos of Merrill Lynch Financial Advisor Maureen M Fong
560 S Winchester Blvd, San Jose, CA 95128, United States
Opening hours of Merrill Lynch Financial Advisor Maureen M Fong
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
-
Northwestern Mutual
4251 S Higuera St r, San Luis Obispo, CA 93401, United States
-
Influx Capital Management and Insurance Services
214 E Branch St c, Arroyo Grande, CA 93420, United States
-
Johnson Wealth Management
1303 E Grand Ave #202, Arroyo Grande, CA 93420, United States
-
Visionary Insurance/Financial
2650 Industrial Pkwy #200, Santa Maria, CA 93455, United States
-
LTC Financial Partners
160 Foxenwood Dr, Santa Maria, CA 93455, United States
-
Summers Insurance
4354 Glen Oak Ct, Santa Maria, CA 93455, United States
-
John's Financial and Health Services
223 Dressler Ave, Santa Maria, CA 93454, United States
-
Western Growers / Pinnacle Claims Management, Inc.
2605 Miller St # 105, Santa Maria, CA 93455, United States
-
Redwood Credit Union
280 Main St, Point Arena, CA 95468, United States
-
LETTI TAX SERVICE
1500 Oliver Rd Suite # H, Fairfield, CA 94534, United States
List of businesses, places and services in California
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos