TOP 10 Certified financial advisors in Palo Alto, CA
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Merrill Lynch Financial Advisor Amar D Singh
● ClosedMerrill Lynch Financial Advisor Amar D Singh is a finance institution located at 3075A Hansen Way, Palo Alto, California, United States. With over 25 years of experience in the financial industry, Amar works closely with individuals, families, and business owners to understand their financial goals and needs. He provides personalized service, combining Merrill's investment insights with Bank of America's banking convenience to create a holistic wealth and liability management strategy. Amar holds a MBA from the University of Colorado at Denver and is a CERTIFIED FINANCIAL PLANNER, CFP. In his free time, he enjoys golfing, swimming, and spending time outdoors with his family. As a Merrill Lynch Wealth Management Advisor, Amar focuses on helping clients achieve their financial goals by tailoring personalized investment strategies and providing comprehensive financial solutions. He believes in building long-lasting relationships with clients and regularly reviews and adjusts their financial approach to help them stay on track. By understanding each client's unique needs and priorities, Amar creates a customized plan to help them pursue their aspirations and manage investment risk. With access to the latest investment insights and strategies, clients can feel confident in their financial decisions. Amar is registered to do business in multiple states and is committed to providing exceptional service to help clients achieve their financial goals.
3075A Hansen Way, Palo Alto, CA 94304, United States -
Merrill Lynch Financial Advisor Curtis L Bunch
● ClosedMerrill Lynch Financial Advisor Curtis L. Bunch, located at 3075A Hansen Way, Palo Alto, California, United States, is a renowned finance institution offering personalized wealth management and planning services to clients. With over 20 years of experience in the financial services industry, Curtis L. Bunch Jr. is a Certified Financial Planner™ and a Certified Plan Fiduciary Advisor, dedicated to helping clients achieve their financial goals. Curtis works closely with clients' accountants, estate attorneys, and other financial professionals to create integrated wealth management plans. The Merrill Personal Wealth Analysis™ helps build personalized plans centered on individual goals. The institution's team, supported by global resources, is committed to building strong client relationships based on trust and personalized service.
3075A Hansen Way, Palo Alto, CA 94304, United States -
Merrill Lynch Financial Advisor Brandon Martinez-Larragoiti
● ClosedMerrill Lynch Financial Advisor Brandon Martinez-Larragoiti is a finance institution located at 3075A Hansen Way, Palo Alto, California, United States. They offer personalized financial planning services through Merrill Personal Wealth Analysis™, focusing on your goals and priorities to help you achieve what matters most to you. Their approach begins with a conversation to understand your aspirations and concerns, whether it's planning for retirement, saving for a home, or funding education. By utilizing the Investment Personality Assessment, they tailor their financial strategies to your individual preferences and goals.
3075A Hansen Way, Palo Alto, CA 94304, United States -
Merrill Lynch Financial Advisor Louis Cano
● ClosedMerrill Lynch Financial Advisor Louis Cano is a finance institution located at 3075A Hansen Way, Palo Alto, California, United States. Managing your wealth begins with a deep understanding of your full financial picture. Louis Cano can help create a flexible strategy tailored to your needs, providing access to investment insights from Merrill and banking solutions from Bank of America. With a focus on personalized wealth management strategies, Louis Cano is dedicated to helping you pursue your financial goals. Louis Cano follows the Merrill tradition of community involvement, volunteering with organizations in the local community. Through Merrill Personal Wealth Analysis™, a personalized plan centered on your goals can be created and documented. By understanding your aspirations and priorities, Louis Cano can help you navigate changes in your life and financial goals.
3075A Hansen Way, Palo Alto, CA 94304, United States -
Merrill Lynch Financial Advisor Avanti Pakrasi
● ClosedMerrill Lynch Financial Advisor Avanti Pakrasi, located at 3075A Hansen Way, Palo Alto, California, United States, offers personalized financial advice and guidance to help you develop a customized financial strategy. Avanti Pakrasi can assist you in considering your risk tolerance, time horizon, and liquidity needs to create a plan centered around your goals. The institution provides insights, observations, and ideas to help you achieve your financial objectives. With access to the investment insights of Merrill and the banking solutions of Bank of America, Avanti Pakrasi can help you manage your wealth through personalized strategies tailored to your needs. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service, focusing on your family, goals, and priorities. By understanding your financial situation and what matters most to you, Avanti Pakrasi can design a personalized approach that reflects your unique needs and helps you stay on track towards your goals. As a Certified Financial Planner, Avanti Pakrasi is registered to do business in multiple states and is committed to helping you achieve financial success by providing thoughtful advice and guidance.
3075A Hansen Way, Palo Alto, CA 94304, United States -
James Shea, CFP® - UBS Financial Services Inc.
● OpenJames Shea, CFP® - UBS Financial Services Inc. is a renowned finance institution located at 775 Page Mill Road in Palo Alto, California, United States. With a team of experienced professionals led by Certified Financial Planner™, James Shea, this institution provides a wide range of financial services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management solutions, James Shea, CFP® - UBS Financial Services Inc. is dedicated to providing personalized and comprehensive financial guidance to meet your individual needs.
775 Page Mill Rd, Palo Alto, CA 94304, United States -
Ellice Papp, CIMA - UBS Financial Services Inc.
● OpenEllice Papp, CIMA - UBS Financial Services Inc. is a reputable finance institution located at 775 Page Mill Road in Palo Alto, California, United States. With a focus on providing top-notch financial services, the institution is led by Ellice Papp, a Certified Investment Management Analyst (CIMA). Clients can expect expert advice and personalized financial solutions to help them achieve their investment goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Ellice Papp and her team at UBS Financial Services Inc. are dedicated to helping you secure a prosperous financial future.
775 Page Mill Rd, Palo Alto, CA 94304, United States -
Merrill Lynch Financial Advisor Weldon L Poole
● ClosedMerrill Lynch Financial Advisor Weldon L Poole is a finance institution located at 3075A Hansen Way, Palo Alto, California, United States. Merrill is proud of their advisors who have received recognition from financial industry publications or directly from Bank of America Corporation. The institution offers personalized financial planning services through the Merrill Personal Wealth Analysis™, tailored to individual goals and priorities. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. The institution believes in understanding clients' aspirations and encourages open communication to help them achieve their financial goals. With access to the investment insights of Merrill and banking solutions from Bank of America, the institution aims to develop customized approaches to address clients' financial needs. Weldon Poole is a Certified Financial Planner registered to do business in several states. The institution offers a range of financial services including investment advisory, financial planning, and more. Client Relationship Summary and additional information are available upon request.
3075A Hansen Way, Palo Alto, CA 94304, United States -
Karen Brosi Ea Cfp
● OpenKaren Brosi EA CFP is a reputable accounting and finance institution located at 635 Bryant Street in Palo Alto, California, United States. With a team of highly skilled and experienced professionals, they offer a wide range of services including tax preparation, financial planning, and investment management. Whether you are an individual looking for personal financial advice or a business in need of accounting services, Karen Brosi EA CFP is dedicated to providing top-notch assistance to help you achieve your financial goals.
635 Bryant St, Palo Alto, CA 94301, United States
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