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TOP 30 Financial planning for high net worth individuals in Beverly Hills, CA
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Amanda Sabo - RBC Wealth Management Financial Advisor
Amanda Sabo - RBC Wealth Management Financial Advisor is a premier financial institution located at 9465 Wilshire Boulevard in Beverly Hills, California. As a dedicated financial advisor, Amanda Sabo provides expert wealth management services to clients seeking to secure their financial future. With a strong focus on personalized financial planning and investment strategies, Amanda Sabo helps clients achieve their financial goals and build a secure future. Contact Amanda Sabo - RBC Wealth Management Financial Advisor today to take control of your financial future.
Merrill Lynch Financial Advisor Maria G Sañudo
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.
Mercer Advisors Wealth Management
Mercer Advisors Wealth Management, located at 6310 South San Vicente Boulevard in Los Angeles, California, is a finance institution that offers a unique approach to wealth management in Beverly Hills. The firm is dedicated to helping clients transition from being wealth builders to wealth enjoyers by providing comprehensive financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more. The team of talented wealth advisors at Mercer Advisors in the Beverly Hills area are experienced professionals who are committed to helping clients connect all the dots of their financial lives. From managing investment portfolios to preparing for major taxable events, the advisors at Mercer Advisors work together to ensure that clients are well looked after in all aspects of their wealth.
Merrill Lynch Private Wealth Advisor Ryan Patrick Allen
Merrill Lynch Private Wealth Advisor Ryan Patrick Allen, located at 9595 Wilshire Boulevard in Beverly Hills, California, offers specialized services and industry-leading research to help clients stay ahead in managing their wealth. With a focus on personalized service and trust, the team at Merrill Private Wealth Management, led by Rebecca Rothstein, provides expertise in wealth management, tax minimization, and estate planning for affluent individuals, families, and institutions. The team, including Evan Rothstein, Herman Quispe, John Vukson, and Tim Leonard, offers a range of financial services, including investment analysis, asset allocation, lending, and insurance, to address the unique needs of high-net-worth clients. Jennifer, with her extensive operations experience, focuses on initial public offerings, insurance, and estate planning services. Recognized by top financial publications, the team at Merrill Lynch Private Wealth Advisor is dedicated to providing exceptional client service and helping clients achieve their wealth management goals.
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