TOP 30 Change management consultancy in California

Erik Lundring - Thrivent is a financial institution located at 3255 Old Conejo Road in Thousand Oaks, California, United States. Our mission is to enhance the quality of life for our clients, their families, and the community by providing personalized financial solutions focused on security, tax efficiency, and philanthropy. With over 30 years of experience, we aim to simplify and maximize our clients' financial opportunities through holistic planning, advice, and consistent execution. We believe in integrating our clients' objectives into a personalized roadmap that evolves with their changing needs and goals. Our customized solutions cover various key areas such as strengthening financial positions, protecting financial futures, accumulating wealth, tax-efficient money management, long-term care planning, retirement income preparation, legacy planning, and more. We offer comprehensive advice and financial strategies that are in the best interest of our clients.

Coastal Wealth Advisors is a finance institution located at 203 Bainbridge Court, Thousand Oaks, California, United States. Our mission is to improve the quality of life for our clients, their families, and our community by providing financial security, tax efficiency, and compassionate care. With over 30 years of experience, we offer holistic financial planning and advice to help simplify your financial life and maximize opportunities. Our personalized approach integrates your objectives into a roadmap that evolves with your changing needs and goals. We offer comprehensive advice and financial strategies that are in your best interest, including managed accounts managed by investment professionals. As part of Thrivent, a Fortune 500 company, we believe in using money as a tool to achieve a higher purpose and empower individuals to live more generous lives. Membership with Thrivent provides access to tools and resources for giving back to the community and living a more meaningful life. Thrivent is dedicated to helping people build financial futures and make a positive impact in the world. Visit us to explore how our financial expertise and solutions can help you achieve your goals and create a lasting legacy.

James Thomas Carter is a Financial Advisor at Ameriprise Financial Services, LLC located at 3027 Townsgate Road, Westlake Village, California, United States. Ameriprise Financial has been recognized as one of Investor’s Business Daily’s Most Trusted Wealth Managers. James provides personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. He helps clients document their goals, regularly reviews progress, and adjusts strategies as life changes. Clients can easily access their investments and track progress towards their goals securely from any device. James offers complimentary initial consultations to help clients achieve a more confident financial future. Securities are offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. James Thomas Carter is registered in states where securities business can be conducted. Contact James to discuss your financial goals and begin planning for a secure future.

Merrill Lynch Financial Advisor Eric Carl Arbuckle, located at 2815 Townsgate Road, Suite 300, Westlake Village, California, is a finance institution focused on helping families in transition. Whether you are going through a divorce, experiencing a major liquidity event, or planning for retirement, the Redmond | Arbuckle Group is dedicated to providing you with the highest level of service and care. With a goals-based financial approach, the team works with you to design a personalized financial strategy to help you reach your most important goals. The team at Merrill Lynch understands that life and financial markets can change, which is why they are committed to regularly reviewing and adjusting your financial approach to help you stay on track. With access to the global resources of Merrill, the team is dedicated to building strong client relationships based on trust and personalized service. The institution does not provide legal advice, but offers a range of services including investment advisory and financial planning. Trust Merrill Lynch Financial Advisor Eric Carl Arbuckle to help you navigate your financial future with confidence and peace of mind.

Carter Lin Group - Ameriprise Financial Services, LLC is a finance institution located at 3027 Townsgate Road, Westlake Village, California, United States. They offer personalized investment and portfolio recommendations based on individual goals and risk tolerance. The institution helps clients track their progress towards financial goals and adjust their approach as life changes. Clients can access their investments and accounts securely from any device. The institution provides a complimentary initial consultation to get started. They also offer tools like the Retirement InteractiveSM tool to help clients explore important retirement income issues. Ameriprise financial advisors are registered to do business in certain U.S. states. The institution cannot guarantee future financial results. They value referrals and strive to help friends and family members achieve their financial goals. Clients can expect to hear from the institution soon after a referral. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and they prioritize privacy and security for their clients.

Merrill Lynch Financial Advisor David J Eagle, located at 2815 Townsgate Road in Westlake Village, California, is a finance institution supported by the global resources of Merrill. The team is dedicated to building strong client relationships based on trust and personalized service. They focus on understanding your family, goals, and priorities to create a financial strategy tailored to your investment style and life plan. With access to Merrill's investment insights and Bank of America's banking convenience, they help you plan for your financial future while providing transparency on potential risks and opportunities. The team believes in helping you make investment decisions that align with your goals, whether it's planning for retirement, buying a home, or funding education. By getting to know you through the Investment Personality Assessment, they customize a financial approach to help you pursue what matters most to you. The Merrill Personal Wealth Analysis™ helps document a personalized plan centered on your goals. They understand that life and markets change, so they regularly check in to discuss adjustments needed to keep you on track toward achieving your goals. With a focus on personalized service and attention to your financial needs, Merrill Lynch Financial Advisor David J Eagle is committed to helping you reach your financial goals.

ed team at Merrill Lynch Financial Advisor Katayoon Bahadorani located at 2815 Townsgate Road in Westlake Village, California, you can expect personalized financial advice tailored to your unique goals and values. Katayoon Bahadorani, a Vice President and Wealth Management Advisor, brings over 15 years of experience in banking and wealth management to help high-net-worth and ultra-high-net-worth individuals and families grow and preserve their wealth effectively. Through one-on-one conversations and in-depth discovery, Katayoon and her team strive to understand your financial aspirations and concerns, providing you with a detailed wealth-management strategy to help you reach your short-term and long-term goals. Whether you are planning for retirement, saving for a home, or funding your child's education, the team at Merrill Lynch is dedicated to helping you pursue what matters most to you.

EPIC Wealth Partners - Ameriprise Financial Services, LLC is a finance institution located at 250 North Westlake Boulevard, Westlake Village, California, United States. Recognized as one of the Forbes Best-In-State Wealth Management Teams for 2024, we offer personalized investment and portfolio recommendations tailored to your individual goals and risk tolerance. Our team works with you to document your goals, track your progress, and adjust your approach as life changes. With easy access to your investments and accounts from any device, we prioritize security and transparency in our client relationships. Join us for informative events like the virtual April Market Snapshot seminar presented by industry experts, and schedule a complimentary initial consultation to learn more about how we can help you achieve your financial goals. Our President and CEO, Joel Boyce, is available to discuss EPIC's core beliefs and business practices with you. Whether you are a seasoned investor or just starting out, we cater to all levels of expertise.

Debuiser, Foster & Associates - Ameriprise Financial Services, LLC is a finance institution located at 31351 Via Colinas, Westlake Village, California, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Clients' progress is regularly reviewed and analyzed, with adjustments made as life circumstances change. The institution provides secure access to investments and accounts from any device. They offer complimentary initial consultations to help clients get started on their financial planning journey. Ameriprise financial advisors are registered in certain U.S. states and clients can find additional information on their personal websites or through FINRA's BrokerCheck website. The institution emphasizes the importance of understanding risk tolerance when investing, as it impacts investment strategy and portfolio diversification. Ameriprise Financial Services, LLC cannot guarantee future financial results. Privacy and security are a top priority, with users agreeing to abide by the terms of the Ameriprise Financial Website Rules and Regulations. Referrals are welcomed, and the institution is committed to helping friends and family members achieve their financial goals.

MethodM Wealth - Ameriprise Financial Services, LLC is a finance institution located at 3713 Alamo Street, Simi Valley, California, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. With regular meetings to review progress and update strategies as life changes, clients can track their progress towards their financial goals securely from any device. The institution also offers complimentary initial consultations to help clients get started on their financial journey. The Ameriprise Investment Research Group provides guidance on market conditions and investment impacts, ensuring clients receive one-to-one financial advice and exceptional client service. The institution also assists with retirement readiness planning, estate planning, and passing wealth to the next generation. As part of a branding initiative, they have changed their name to MethodM Wealth.

Merrill Lynch Financial Advisor Mark A Zimmerman is a finance institution located at 2815 Townsgate Road, Westlake Village, California, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. Your financial advisor will focus on your family, goals, and priorities, adapting as they change over time. The institution offers a personalized financial strategy to pursue your goals, reflecting your investment style and life plan. Whether you are focused on growing, preserving, or transferring wealth, the team is committed to helping you address your financial goals at every stage of life. By working closely with you and using tools such as the Investment Personality Assessment, the team at Merrill Lynch can customize a financial approach to help you achieve what matters most to you. The institution also provides transparency on potential risks, opportunities, and fees, ensuring that your strategy stays on track to meet your goals. The team at Merrill Lynch is dedicated to helping you reach your financial goals and navigate the complexities of your financial life.

Merrill Lynch Financial Advisor Craig Vassell is a finance institution located at 100 Wilshire Boulevard, Santa Monica, California, United States. Craig has been with Merrill Lynch Wealth Management since 2015 and is dedicated to helping clients achieve their wealth management goals, whether they are professional, personal, or a combination of both. He focuses on creating customized strategies to help clients pursue both short- and long-term goals for themselves, their families, and their businesses. Craig aims to not only advise clients but also educate them on their financial lives, serving as a trusted resource in navigating the complex investment world. He works closely with each client to understand their unique situation, establish objectives, and develop and implement appropriate strategies based on their time horizon, risk tolerance, and investment personality. As a Senior Portfolio Advisor, Craig can manage custom investment strategies on a discretionary basis to help clients pursue their objectives. With Merrill Personal Wealth Analysis™, Craig can build and document personalized plans centered on clients' goals and aspirations. By focusing on what matters most to clients - family, goals, and priorities - Craig ensures that their financial approach evolves with their changing needs over time. With a commitment to understanding each client personally, Craig helps design and implement personalized plans to help clients and their families pursue financial goals while managing investment risk. Clients can expect a dedicated one-on-one relationship with a Merrill Lynch Wealth Management Advisor, who will help them navigate the financial complexities of life and build a customized investment approach to address their needs and goals.

Merrill Lynch Financial Advisor Paul T Felten, located at 21215 Burbank Boulevard, Los Angeles, California, United States, offers personalized wealth management strategies tailored to your individual goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Paul Felten can help you navigate today's changing market conditions and create a flexible financial strategy. By participating in the community and volunteering with local organizations, Paul Felten demonstrates a commitment to understanding and serving the needs of his clients. Through the Merrill Personal Wealth Analysis™, you can work together to build a personalized plan focused on achieving your aspirations. Whether you are planning for retirement, saving for a major purchase, or passing wealth to future generations, Paul Felten can guide you through the process with a focus on your unique goals. By getting to know you personally and understanding your financial situation, Paul Felten can offer tailored investment strategies and financial solutions to help you pursue your objectives. With a focus on building a dedicated relationship with you, Paul Felten aims to help you stay on track to achieve what matters most to you. Whether you have questions about investment decisions or need guidance on financial planning, Paul Felten is here to listen and provide the support you need to live your best financial life.

Merrill Lynch Financial Advisor Gayane Grigoryan is a finance institution located at 21215 Burbank Boulevard, Los Angeles, California, United States. Supported by the global resources of Merrill, our team is dedicated to building strong client relationships based on trust and personalized service. Our mission is to understand your goals and priorities, and create a personalized plan to help you pursue financial success while managing investment risk. We believe in focusing on solutions that can turn your aspirations into reality. Our advisors are committed to helping you achieve your financial goals, whether it's planning for retirement, saving for a home, or funding a child's education. With access to Merrill's investment insights and banking solutions from Bank of America, we can develop an approach tailored to your needs. We offer personalized investment strategies and comprehensive financial solutions to help you reach your goals. Let's work together to create a financial approach that reflects your personality and priorities, and helps you navigate changes in the market and in your life. Contact Merrill Lynch Financial Advisor Gayane Grigoryan to start building a customized investment plan that addresses your needs and aspirations.

Merrill Lynch Financial Advisor Daniel C Schwarber is a reputable finance institution located at 21215 Burbank Boulevard, Los Angeles, California, United States. The institution is known for its exceptional client service and has received recognition from various financial industry publications and Bank of America Corporation. The team at Merrill is dedicated to building strong client relationships based on trust and personalized service. With access to the global resources of Merrill, the team, led by Registered Senior Wealth Management Client Associate, focuses on understanding clients' goals and priorities to provide tailored financial solutions. The institution offers comprehensive financial planning services, investment insights, and banking solutions from Bank of America to help clients manage, grow, and preserve their wealth. The team believes in a client-centered approach, where every relationship begins with a conversation to identify and prioritize the goals that matter most to the client. By utilizing the Investment Personality Assessment and Merrill Personal Wealth Analysis, the team can create a personalized financial plan centered on the client's goals. The team is committed to helping clients stay on track to achieve their financial objectives, regardless of market fluctuations or changes in their life. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Daniel C Schwarber aims to help clients live their best financial life and achieve their goals.

Merrill Lynch Financial Advisor Sherry K Grant is a finance institution located at 100 Wilshire Boulevard, Santa Monica, California, United States. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. They offer a range of services including credit and lending through Bank of America, N.A. and personalized wealth management advice. The team at Merrill believes in getting to know their clients personally to create a customized financial approach that reflects their goals and priorities. With over 60 years of experience in financial services, the Grant Team provides tailored consulting, wealth planning, lending, and investment advice to a range of clients including private investors, pensions, foundations, and businesses. They use a Goals-Based Wealth Management Process to adjust for changes in clients' needs and the investment climate. The team also offers the Merrill Personal Wealth Analysis™ to help clients build and document a personalized plan centered on their goals. By understanding clients' needs, goals, personalities, and backgrounds, the team at Merrill Lynch provides specifically designed advice in an understandable manner to help clients achieve their financial goals.

Thomas Moccia, a Financial Advisor at Ameriprise Financial Services, LLC, located at 3027 Townsgate Road in Westlake Village, California, offers personalized financial advice, investments, and solutions to help clients achieve their financial goals. With a focus on tracking progress and adjusting to life's changes, Thomas Moccia can help you navigate the complexities of financial planning. Background and qualification information can be found on FINRA's BrokerCheck website. The institution provides a Client Relationship Summary Disclosure to ensure transparency and clarity in all financial dealings. Securities offered by Ameriprise Financial Services, LLC are protected by FINRA and SIPC regulations. Contact Thomas Moccia for a complimentary initial consultation to begin your journey towards a more secure financial future.

Merrill Lynch Financial Advisor Edward Joseph Cogan is a finance institution located at 21215 Burbank Boulevard, Los Angeles, California, United States. The team at Merrill Lynch is dedicated to helping individuals define their financial goals, establish a wealth management strategy, and navigate life's inevitable changes. With access to the investment insights of Merrill and banking solutions from Bank of America, the team works with clients to develop personalized financial approaches that address their needs and priorities. Through tools like the Investment Personality Assessment, the team gets to know clients better as investors and tailors their approach to help them pursue their goals. The institution believes in building strong client relationships based on trust and personalized service, with a focus on helping clients achieve their most important financial objectives. Whether planning for retirement, saving for a home, or funding a child's education, the team at Merrill Lynch is committed to providing insights, observations, and ideas to guide clients on their financial journey. With a personalized plan centered on goals and aspirations, Merrill Lynch Financial Advisor Edward Joseph Cogan aims to help clients pursue financial success and stay on track to achieve what matters most to them.

Merrill Lynch Financial Advisor Maria G Sañudo is located at 9560 Wilshire Boulevard in Beverly Hills, California, United States. Maria has been with Merrill Lynch Wealth Management since 2010, specializing in developing tailored strategies for high-net-worth individuals, families, and businesses to pursue both short- and long-term goals. She leverages the investment insights of Merrill and the banking convenience of Bank of America to provide comprehensive financial advice. Maria is fluent in Spanish, French, German, and Portuguese, with a background in international business economics and French. She holds Series 7 and 66 FINRA registrations. Maria is dedicated to delivering excellent service, collaborating with clients' attorneys, accountants, and other advisors with their permission to offer holistic financial guidance. She is actively involved in the community through volunteering and fundraising for organizations such as Yoga Gives Back. Maria's approach focuses on understanding clients' goals and priorities, adapting their financial approach as life changes. She believes in developing personalized plans to help clients pursue their aspirations while managing investment risk. With access to Merrill's investment insights and Bank of America's banking solutions, Maria works with clients to address their financial needs and achieve their goals. She regularly meets with clients to review progress and make adjustments as needed to stay on track. Maria is registered to do business in several states and offers personalized investment strategies and comprehensive financial solutions through Merrill Lynch Wealth Management.

Merrill Lynch Financial Advisor Natasha Bonelli is a finance institution located at 21215 Burbank Boulevard, Los Angeles, California, United States. The team at Merrill Lynch is dedicated to helping clients achieve their financial goals by providing personalized wealth management strategies tailored to their priorities. With access to the investment insights of Merrill and banking solutions from Bank of America, the team works closely with clients to develop a comprehensive approach to managing, growing, and preserving their wealth. Through the Investment Personality Assessment, Merrill Lynch Financial Advisor Natasha Bonelli gains a deeper understanding of clients' investing preferences and goals, allowing for a customized financial approach that aligns with what matters most to each individual. The team believes in transparency, providing insights into potential risks and opportunities, and ensuring that clients understand what they are paying for and what they are receiving.

Onishi & Associates - Ameriprise Financial Services, LLC is a finance institution located at 205 East El Segundo Boulevard, El Segundo, California, United States. They offer personalized investment and asset allocation recommendations based on individual goals and risk tolerance. With regular progress reviews and updates, they help clients track their financial goals and adapt to life changes. Clients can easily access their investments and accounts from any device, securely. The institution provides a complimentary initial consultation to discuss financial planning concepts and goals. Ameriprise financial advisors are registered to do business in specific U.S. states, and clients can verify details on the advisor's personal website or FINRA's BrokerCheck website.

Merrill Lynch Financial Advisor Christopher Beckett, located at 9560 Wilshire Boulevard in Beverly Hills, California, is dedicated to helping clients achieve their financial goals with personalized service and care. The Beckett, O'Donnell & Ponder Group, part of Merrill Lynch Wealth Management, offers advice and guidance based on individual goals and priorities. With a focus on the investor, not just the market, the team designs goals-based financial strategies to help clients reach their most important objectives. By understanding each client's life and aspirations, the team recommends appropriate financial strategies to manage, grow, and preserve wealth, with access to investment insights and banking solutions. The group believes in ongoing conversations to track progress, adjust strategies, and address changing life circumstances. Through the Merrill Personal Wealth Analysis™, clients can build a personalized plan centered on their goals. The team is committed to building strong client relationships based on trust and personalized service, with a focus on helping clients achieve their financial goals through personalized wealth management strategies.

Merrill Lynch Financial Advisor Thomas Bawden is located at 2049 Century Park East, Los Angeles, California, United States. As a finance institution, we focus on managing your wealth by understanding your full financial picture and creating a flexible strategy tailored to your goals. With access to investment insights from Merrill and banking solutions from Bank of America, we offer personalized wealth management strategies to help you pursue your financial goals. Our mission is to understand what matters most to you and help you design and implement a personalized plan to manage, grow, and preserve your wealth. We believe in a financial approach that helps you pursue your goals, whether it's planning for retirement, buying a home, funding education, or passing wealth to future generations.

Merrill Lynch Financial Advisor Martha Sanchez Cannady is located at 3010 Old Ranch Parkway in Seal Beach, California. Martha has 28 years of experience in the financial services industry and is dedicated to helping her clients achieve their life goals and dreams. She holds various certifications and is a Portfolio Manager in the firm's Investment Advisory Program. Martha takes the time to understand her clients' needs and challenges, providing personalized financial plans to help them reach their objectives. She believes in empowering her clients to lead their best lives by guiding them through the ever-changing investment environment. With a caring and empathetic approach, Martha builds trust with her clients and helps them make informed financial decisions. Fluent in Spanish, Martha enjoys cooking, skiing, hiking, and traveling. She is actively involved in her community, serving on the Executive Board of Alzheimer’s Orange County and as a Commerce Board Member for the Orange County Hispanic Chamber of Commerce. Contact Martha Sanchez Cannady for personalized financial advice and investment strategies tailored to your unique goals and priorities.

Merrill Lynch Financial Advisor Elizabeth Serebrisky is a finance institution located at 333 South Hope Street in Los Angeles, California, United States. With a focus on managing your wealth by understanding your full financial picture, Elizabeth Serebrisky creates personalized strategies that adapt to changing market conditions. As a part of Merrill Lynch Wealth Management, she offers access to investment insights from Merrill and banking solutions from Bank of America. Elizabeth is dedicated to helping clients pursue their goals through tailored wealth management strategies, emphasizing community involvement and volunteering. By using the Merrill Personal Wealth Analysis™, she builds personalized plans centered on individual goals and priorities. Through deep conversations and an understanding of clients' aspirations, Elizabeth helps clients make informed decisions to achieve their financial objectives. She believes in customizing financial approaches to align with clients' personalities and priorities, using tools to track changes and keep financial plans up to date. With a focus on building long-term relationships, Elizabeth provides comprehensive financial solutions that address clients' needs and goals. As a registered advisor in multiple states, she offers personalized investment strategies and financial solutions to help clients live their best financial lives.

Merrill Lynch Financial Advisor Bill Applegate, located at 520 Newport Center Drive in Newport Beach, California, is a finance institution led by experienced advisor Bill Applegate. With a background in Financial Services since 2001 and a Bachelor's Degree in Business Administration from the University of Southern California, Bill is dedicated to helping families and small businesses achieve their financial goals. He focuses on leveraging the resources of Merrill and Bank of America to provide personalized financial strategies for each client. The team at Merrill Lynch Wealth Management is committed to building strong client relationships based on trust and personalized service. They work closely with clients to identify and define their goals, creating a financial strategy tailored to their unique circumstances. By utilizing tools like the Merrill Personal Wealth Analysis™ and the Investment Personality Assessment, they aim to understand each client's priorities and develop a comprehensive plan to help them achieve their financial objectives.

Merrill Lynch Financial Advisor Gregory Clemmer is a finance institution located at 520 Newport Center Drive in Newport Beach, California, United States. Our team believes in starting every relationship with a conversation to understand and prioritize your financial goals. Whether you are planning for retirement, saving for a home, or funding your child's education, we listen to your needs and tailor a personalized financial approach to help you achieve what matters most to you. Our Investment Personality Assessment helps us understand your investing preferences and customize our strategies accordingly. We offer tools to help you keep track of changes in your life and goals so that they can be reflected in your financial plan. With access to the investment insights of Merrill and banking solutions from Bank of America, we work with you to develop a comprehensive approach to address your financial needs. Our mission is to understand you and your priorities, asking thoughtful questions and providing personalized solutions to help you reach your financial goals.

Merrill Lynch Financial Advisor Anthony A Mariconda, located at 100 Spectrum Center Drive in Irvine, California, is a finance institution supported by the global resources of Merrill. Their team of talented and experienced individuals is dedicated to building strong client relationships based on trust and personalized service. With a focus on family, goals, and priorities, they work to understand each client's unique needs and create a customized financial approach to help them pursue their aspirations. Through the Investment Personality Assessment and Merrill Personal Wealth Analysis™, they tailor their services to align with each client's financial goals and preferences. Whether planning for retirement, saving for a home, or passing wealth to future generations, Merrill Lynch Wealth Management Advisors are committed to helping clients achieve their financial objectives. With access to investment insights and banking solutions from Bank of America, they develop comprehensive strategies to address their clients' financial needs. By staying informed about changes in their clients' lives and revisiting their financial approach regularly, they strive to keep them on track to reach their goals. With a focus on personalized service and tailored investment strategies, Merrill Lynch Financial Advisor Anthony A Mariconda is dedicated to helping clients navigate the complexities of their financial lives and achieve their aspirations.

Merrill Lynch Financial Advisor David T Matthey is located at 100 Spectrum Center Drive in Irvine, California, United States. Dave Matthey is a Senior Vice President and Senior Financial Advisor who assists affluent individuals and families with all aspects of their financial needs. Dave takes a consultative and objective approach to wealth management, customizing financial strategies based on clients' goals, needs, risk tolerance, and time horizon. With over 30 years of experience in the financial service industry, Dave provides access to the investment insights of Merrill Lynch Wealth Management and the banking convenience of Bank of America to address all aspects of clients' financial lives. He is dedicated to building strong client relationships based on trust and personalized service. Dave is involved in charitable organizations such as the Anaheim YMCA and Kiwanis International. The institution offers the Merrill Personal Wealth Analysis™ to build personalized financial plans centered on clients' goals. The team at Merrill Lynch Wealth Management focuses on family, goals, and priorities, adapting financial approaches as life changes. By understanding clients' financial situations and aspirations, the team helps manage, grow, and preserve wealth while considering long-term impacts. Dave Matthey is registered to do business in multiple states and holds the Chartered Retirement Planning Counselor™ certification. Investing involves risk, and past performance does not guarantee future results. The institution provides the latest investment insights, tips, and strategies to help clients achieve their financial goals.

Merrill Lynch Financial Advisor Kenneth J Yonkers, located at 520 Newport Center Drive, Suite 1900 in Newport Beach, California, offers personalized financial services to help clients pursue their financial goals. The team, supported by the global resources of Merrill, is dedicated to building strong client relationships based on trust and tailored service. The institution focuses on asset allocation, diversification, and rebalancing to help clients navigate changing markets. By understanding what matters most to each client, the team creates personalized retirement plans that align with individual priorities, risk tolerance, and financial situation. Through ongoing conversations and adjustments, clients are guided towards achieving their goals. The institution believes in a personalized approach to wealth management, recognizing that no two individuals are alike. By listening to clients' needs and goals, the team can provide guidance on financial challenges and opportunities. Merrill Lynch Wealth Management Advisors work with clients to develop customized investment strategies that address their unique needs and help them pursue their financial objectives. With a focus on building strong client relationships, the team at Merrill Lynch Financial Advisor Kenneth J Yonkers is committed to helping clients achieve their financial goals.