The Best Merrill personal wealth analysis in Pasadena, California

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 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 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.

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.