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TOP 30 Financial life planning in Pasadena, CA
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Merrill Lynch Financial Advisor Wen Lee
Merrill Lynch Financial Advisor Wen Lee is a dedicated finance institution located at 800 East Colorado Boulevard in Pasadena, California. Wen Lee brings over a decade of industry experience to his work with individuals, families, and business owners at all stages of the business cycle. He takes the time to listen and review each client's financial situation, preferences, and goals in order to craft personalized solutions based on risk tolerance, time horizon, and overall investment goals. Wen is committed to integrity and honesty, and leverages the power of the Merrill Lynch Wealth Management brand to offer high-quality products and services. He also coordinates with trusted partners such as attorneys, accountants, and tax specialists to ensure that solutions are customized to fit overall needs. In his free time, Wen enjoys golfing with friends and clients. To make an appointment and discuss your financial goals, you can contact Wen at 626-304-1561 or via email at wen.lee@ml.com. Merrill Personal Wealth Analysis™ can help build a personalized plan centered on your goals. The team at Merrill Lynch Wealth Management, led by Wen Lee, is dedicated to building strong client relationships based on trust and personalized service. Your financial advisor will focus on what matters most to you, whether it's family, goals, or priorities. By examining key components of your life plan, the team can help create a financial strategy with personalized advice and measurable goals. The Investment Personality Assessment helps customize the financial approach based on your goals and priorities. As your life and goals change, the team will help you track progress and adjust your investment strategy as needed. The goal is to help you achieve what matters most to you by understanding your unique needs and priorities. Investing involves risk, and Merrill Lynch does not provide legal, tax, or accounting advice. It's important to consult your legal and/or tax advisors before making financial decisions. The team at Merrill Lynch Wealth Management Advisors is committed to helping you build a customized investment approach to address your needs and pursue your goals. Contact Wen Lee today to start planning for your financial future and achieving your goals.
Merrill Lynch Financial Advisor Ken Park
Merrill Lynch Financial Advisor Ken Park is a finance institution located at 800 East Colorado Boulevard, Pasadena, California, United States. As your Merrill advisor, Ken Park focuses on connecting all aspects of your financial life to help you prioritize and pursue your most important goals. Ken follows a disciplined process that starts with understanding each client's unique needs and concerns. Holding the CERTIFIED FINANCIAL PLANNER™ certification, Ken is passionate about delivering excellent service. The Merrill Personal Wealth Analysis™ helps build a personalized plan centered on your goals. Supported by the global resources of Merrill, Ken's team is dedicated to building strong client relationships based on trust and personalized service. With a focus on family, goals, and priorities, Ken helps clients navigate changing life circumstances and market conditions. Through a personalized financial strategy, clients have access to investment insights and banking convenience. The Investment Personality Assessment helps customize financial approaches based on individual preferences. By staying connected with clients and adjusting strategies as needed, Ken helps clients pursue their goals effectively. As a Merrill advisor, Ken offers advice and guidance tailored to each client's goals and priorities. The institution provides a range of financial services, with a focus on personalized investment strategies and comprehensive financial solutions. Ken Park is registered to do business in multiple states and holds certifications from CFP Board and The American College of Financial Services. Investing involves risk, and clients are encouraged to consult legal and tax advisors before making financial decisions. Merrill offers a variety of services, including brokerage, investment advisory, and financial planning. The institution is committed to helping clients achieve their financial goals through personalized approaches and ongoing support.
Merrill Lynch Financial Advisor Alex J Baer
Merrill Lynch Financial Advisor Alex J Baer, located at 800 East Colorado Boulevard in Pasadena, California, offers personalized wealth management strategies tailored to your individual financial goals. With access to the investment insights of Merrill and banking solutions from Bank of America, Alex Baer can help you navigate the complexities of the financial markets and make informed decisions to achieve your objectives. As a dedicated Merrill Lynch Wealth Management Advisor, Alex Baer takes the time to understand your unique needs, priorities, and financial situation. By working together, you can create a customized investment approach that reflects your personality and life priorities. Whether you are planning for retirement, saving for a home, or funding a child's education, Alex Baer can help you reach your goals by providing thoughtful guidance and tailored financial solutions.
Merrill Lynch Financial Advisor Norman S. Labrador
Merrill Lynch Financial Advisor Norman S. Labrador, located at 800 East Colorado Boulevard in Pasadena, California, is a finance institution with a focus on developing personalized strategies for individuals, families, and businesses to help them achieve their short- and long-term financial goals. Norman S. Labrador, a Wealth Management Advisor with a bachelor's degree in Finance from California State University, Los Angeles, has been in the financial services industry since 1992 and joined Merrill Lynch Wealth Management in 2007. Norman and his wife, Janet, are active in the community, supporting various charitable causes. At Merrill Lynch Wealth Management, Norman and his team offer personalized financial advice and strategies tailored to each client's unique goals and priorities. By listening to clients' needs and understanding their aspirations, they help build a comprehensive plan to manage, grow, and preserve wealth, while considering the impact for future generations.
Merrill Lynch Financial Advisor Marlynn Ma
Merrill Lynch Financial Advisor Marlynn Ma is a finance institution located at 800 East Colorado Boulevard in Pasadena, California, United States. Marlynn Ma is dedicated to building and maintaining strong relationships with clients, offering personalized financial planning services tailored to individual goals and priorities. Supported by the global resources of Merrill Lynch, Marlynn and her team of experienced professionals provide trustworthy and personalized service to help clients make informed financial decisions. Through the Merrill Personal Wealth Analysis™, clients can create a customized plan focused on achieving their financial goals. Marlynn Ma offers advice and guidance based on each client's unique needs and priorities, helping them stay on track and adapt to changes in the market and in their personal lives. With a focus on understanding each client's personality and financial situation, Marlynn Ma aims to help clients achieve their financial goals and live their best financial life.
Jim Salsman - Wealth Financial Advisor
Jim Salsman - Wealth Financial Advisor is a leading finance institution located at 599 East Colorado Boulevard in Pasadena, California, United States. With a team of experienced financial advisors, we specialize in helping individuals and families grow and protect their wealth through personalized investment strategies and financial planning. Whether you are looking to build a retirement portfolio, save for your children's education, or plan for major life events, our team is dedicated to helping you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Duc Tran - Financial Advisor, Ameriprise Financial Services, LLC
Duc Tran - Financial Advisor at Ameriprise Financial Services, LLC is a trusted financial institution located at 242 South De Lacey Avenue in Pasadena, California, United States. Specializing in finance, Duc Tran offers personalized financial planning and investment advice to help clients achieve their financial goals. With a commitment to providing top-notch service and expertise, clients can rely on Duc Tran and Ameriprise Financial Services, LLC for all their financial needs.
Merrill Lynch Financial Advisor Thomas Chang
Merrill Lynch Financial Advisor Thomas Chang is a finance institution located at 555 California Street, San Francisco, California, United States. Thomas Chang, originally from Taiwan and raised in South Pasadena, CA, is dedicated to helping clients achieve their financial goals by providing personalized service and building strong relationships. With a Chartered Retirement Planning Counselor designation, Thomas helps clients identify obstacles and transform challenges into opportunities. The institution focuses on community involvement and sponsors organizations such as the Mission Housing Development Corporation and Northern California National Multiple Sclerosis Society. Merrill Personal Wealth Analysis™ is used to create personalized plans centered on clients' goals. The team at Merrill Lynch Wealth Management is committed to understanding clients' priorities and helping them pursue their aspirations. By utilizing the Investment Personality Assessment, Thomas can customize financial approaches based on clients' preferences. The institution offers tools to track changes in clients' lives and update financial strategies accordingly. Thomas believes in designing personalized plans to help clients manage, grow, and preserve their wealth, while addressing their financial needs. The institution's goal is to help clients achieve their financial goals by providing tailored solutions and staying on track with their progress. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch Financial Advisor Thomas Chang is dedicated to helping clients live their best financial life.
Allan Cheng - State Farm Insurance Agent
Allan Cheng - State Farm Insurance Agent is a reputable insurance agency located at 130 East Valley Boulevard in Alhambra, California. The agency is conveniently situated near the corner of Valley and S Monterey St, just west of Savoy Kitchen. Allan Cheng, the owner, is a dedicated family man with a strong educational background, holding degrees from UC Berkeley, Stanford University, and UCLA Anderson School. He is actively involved in the community, volunteering with the Arcadia Educational Foundation and supporting local schools and colleges. The agency offers a range of insurance services, including auto, home, life, and health insurance, as well as retirement planning. Allan and his team are committed to providing personalized service to customers in cities near Los Angeles, such as Arcadia, Montebello, Pasadena, and many more. With a focus on customer satisfaction and competitive pricing, the agency strives to meet the needs of individuals, families, and small business owners.
Allan Cheng - State Farm Insurance Agent
Allan Cheng - State Farm Insurance Agent is a reputable insurance agency located at 430 West Route 66, Glendora, California, United States. Founded in 2008, this agency is dedicated to providing personalized auto, home, life, and health insurance, as well as retirement planning services to customers in the surrounding areas. Allan Cheng, the owner, has an impressive educational background with degrees from UC Berkeley, Stanford University, and UCLA Anderson School. He is actively involved in the community and believes in giving back through volunteering and donations to local schools and colleges. The agency prides itself on being in the top 5% of State Farm agencies nationwide, with a focus on helping customers protect their assets and plan for retirement. The team at Allan Cheng's office is committed to providing the right coverage at competitive prices for auto insurance, home/renter insurance, life insurance, and other financial needs. They also offer specialized insurance options for small business owners.
Lionel Mabasa - State Farm Insurance Agent
Lionel Mabasa - State Farm Insurance Agent is a trusted insurance agency located at 373 East Rowland Street, Covina, California, United States. Serving the Covina community since 2009, Lionel Mabasa is not only a State Farm agent but also a father, son, and husband. With a bachelor's degree from the University of California, Irvine, Lionel is dedicated to providing excellent customer service and educating his clients on their insurance needs. As a member of the Covina and West Covina Chambers of Commerce, as well as the Director of Membership of the West Covina Rotary Club, Lionel is deeply involved in his community. Lionel and his bilingual team are available to assist with auto insurance, homeowners insurance, health insurance, and life insurance. They also specialize in small business insurance, including workers compensation. Serving the cities of San Dimas, Irwindale, La Verne, Azusa, Pasadena, and all of Southern California, Lionel and his team are available 24/7 through text, phone, email, and virtual meetings.
Cole Bryant - Thrivent
Cole Bryant - Thrivent is a finance institution located at 49 Discovery, Irvine, California, United States. The team of wealth advisors at Cole Bryant - Thrivent work with successful business owners, working professionals, and individuals eager to achieve their financial goals. With a comprehensive, data-driven process, clients are guided towards financial independence, allowing them to focus on what matters most to them. Licensed in multiple states including AZ, CA, CO, OK, OR, and WA, Cole Bryant - Thrivent serves clients in areas such as Arcadia, Pasadena, Los Angeles, Irvine, Mission Viejo, Costa Mesa, and Newport Beach. Additionally, virtual services are available nationwide.
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