Comprehensive wealth planning in Laguna Beach, California

Merrill Lynch Financial Advisor Nicole A Quinlan-Yerkes is located at 28202 Cabot Road, Laguna Niguel, California, United States. Nicole is the Resident Director of the Laguna Niguel office and has been in the financial services industry since 2012, joining Merrill in October 2020. She is a graduate of Cal State Long Beach with a Bachelor of Science in International Business and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Private Wealth Advisor® (CPWA®) designations. Nicole's financial advisory practice focuses on multigenerational wealth, helping families make informed financial decisions and creating detailed plans to achieve their goals. She is passionate about educating families on wealth planning and wealth transfer planning to maximize efficiencies. Nicole resides in Orange with her husband and rescue dog, Bo, and enjoys hiking, yoga, and rescuing dogs in her free time.

Welcome to Allstate Personal Financial Representative: Twila King, your trusted partner in financial planning and insurance solutions located in the heart of beautiful Laguna Beach, California. Nestled along the picturesque Coast Highway, our office is dedicated to helping individuals and families achieve financial security and peace of mind. At Allstate, Twila King brings a wealth of experience and personalized service to the community, offering a comprehensive range of financial and insurance products tailored to meet your unique needs. Whether you're seeking guidance on retirement planning, life insurance, or investment strategies, Twila is here to provide expert advice and support every step of the way.