Goal based investment planning in Lincoln, CA
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Merrill Lynch Financial Advisor Dahn Lincoln
● ClosedMerrill Lynch Financial Advisor Dahn Lincoln is a finance institution located at 50 West San Fernando Street, San Jose, California, United States. Dahn is a graduate of University of California, Los Angeles (UCLA) with a bachelor's degree in Business Economics. He has extensive experience in Financial Services and is fluent in Mandarin Chinese and Japanese. Dahn focuses on helping individuals and families develop personalized plans and strategies through a transparent Goals-Based Wealth Management process. By leveraging the investment insights of Merrill and banking convenience of Bank of America, Dahn aims to provide world-class service built on trust. He believes in constantly searching for the latest and best strategies to provide more value to clients. Dahn currently works out of the downtown San Jose office in Silicon Valley, Northern California. As a Registered Senior Wealth Management Client Associate at Merrill Lynch Wealth Management, Dahn takes the time to understand what's important to his clients and provides personalized investment strategies built around their priorities, risk tolerance, time horizon, liquidity needs, and goals. By listening to his clients and understanding their aspirations, Dahn helps them manage, grow, and preserve their wealth while considering the impact it can have for years to come. He believes in developing a financial approach that helps clients pursue their goals and offers sustainable and impact investing options. With access to the investment insights of Merrill and banking solutions from Bank of America, Dahn works with his clients to develop approaches designed to address their financial needs and help them achieve their goals. Through ongoing conversations and reviews, Dahn helps his clients stay on track to achieve what's most important to them. He believes in creating a financial approach that reflects his clients' personalities and life priorities, offering advice to help them address fluctuations in the market and changes in their lives. Working with a dedicated Merrill advisor means clients get personalized investment strategies from Merrill and access to comprehensive financial solutions from Bank of America. Merrill Lynch Financial Advisor Dahn Lincoln prioritizes building strong client relationships based on trust and personalized service, putting clients first every day.
50 W San Fernando St 16th Floor, San Jose, CA 95113, United States -
Edward Jones - Financial Advisor: Brenda Walker, AAMS™|CRPS™
● ClosedEdward Jones - Financial Advisor Brenda Walker, AAMS™|CRPS™ is a reputable finance institution located at 805 North Lincoln Street in Dixon, California, United States. Brenda Walker is a knowledgeable and experienced financial advisor who holds the designations of AAMS™ (Accredited Asset Management Specialist) and CRPS™ (Chartered Retirement Plans Specialist). She is dedicated to providing personalized financial guidance and investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Brenda Walker strives to empower her clients to make informed decisions about their financial future.
805 N Lincoln St suite c, Dixon, CA 95620, United States -
Edward Jones - Financial Advisor: Alex Marino, CRPC™
● OpenEdward Jones - Financial Advisor: Alex Marino, CRPC™ is a trusted financial institution located at 1122 East Lincoln Avenue in Orange, California, United States. As a Certified Retirement Planning Counselor, Alex Marino provides personalized financial advice and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is dedicated to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for education, or investing for the future, Alex Marino and the team at Edward Jones are here to help you navigate the complex world of finance with confidence and peace of mind.
1122 E Lincoln Ave #201, Orange, CA 92865, United States -
Edward Jones - Financial Advisor: Mark O Schumacher, CFP®|ChFC®|CPWA®|AAMS™|CRPC™
● ClosedEdward Jones - Financial Advisor: Mark O Schumacher, CFP®|ChFC®|CPWA®|AAMS™|CRPC™ is a reputable finance institution located at 805 Twelve Bridges Drive in Lincoln, California, United States. Mark O Schumacher is a certified financial planner with expertise in Chartered Financial Consultant, Certified Private Wealth Advisor, Accredited Asset Management Specialist, and Chartered Retirement Planning Counselor. With a strong background in financial planning and wealth management, Mark O Schumacher provides personalized and comprehensive financial advice to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or investing for the future, Mark O Schumacher is dedicated to providing expert guidance and support every step of the way.
805 Twelve Bridges Dr Suite 20, Lincoln, CA 95648, United States
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