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TOP 30 Senior financial planning in California
304 results found
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Merrill Lynch Financial Advisor Rajiv Dadlani
Merrill Lynch Financial Advisor Rajiv Dadlani, located at 555 California Street, San Francisco, California, United States, is a finance institution that offers personalized financial advice and guidance to help individuals develop a customized financial strategy. Rajiv Dadlani, a Senior Vice President, Senior Financial Advisor, and Portfolio Manager with Merrill Lynch Wealth Management, has over twenty years of experience in financial services. Rajiv specializes in advising individuals, entrepreneurs, executives, and their families on net worth management, capital growth, and preservation strategies. He works with clients to construct balance sheets tailored to their needs, utilizing a variety of investment options such as equities, bonds, ETFs, and alternative investments. Rajiv also provides advice on retirement plans for startup companies and assists clients with concentrated stock exposure.
Merrill Lynch Financial Advisor Steven A Rocha
Merrill Lynch Financial Advisor Steven A Rocha is a trusted institution located at 555 California Street, San Francisco, California, United States. Steven A. Rocha, a Senior Vice President and Senior Financial Advisor, has been with Merrill Lynch Wealth Management since 1980. With a Bachelor's degree in Economics from the University of California, Berkeley, Steven helps clients manage their individual, business, and personal financial portfolios. Supported by a team of talented individuals, including Registered Wealth Management Client Associate Christina Rotairo and Wealth Management Client Associate Karen Corvasce, the institution offers personalized financial planning and investment strategies. With a focus on building strong client relationships based on trust and personalized service, Merrill Lynch Wealth Management helps clients achieve their financial goals, whether it's planning for retirement, buying a home, or funding a child's education. By understanding clients' goals and priorities, the institution offers customized financial approaches and investment insights to help clients pursue what matters most to them. With a commitment to helping clients stay on track and adapt to changes in their lives and the financial markets, Merrill Lynch Financial Advisor Steven A Rocha provides comprehensive financial solutions to address clients' needs and goals.
Senior Financial Strategies
Senior Financial Strategies is a trusted institution located at 116 Monte Vista Avenue in Larkspur, California. As a comprehensive financial services provider, we offer a range of services including ATM access, financial planning, and insurance solutions tailored specifically for seniors. Our team of experienced professionals is dedicated to helping our clients navigate the complexities of retirement planning and make informed financial decisions. Visit us today to discover how we can help you secure your financial future.
Merrill Lynch Financial Advisor Christopher Maher
Merrill Lynch Financial Advisor Christopher Maher is located at 555 California Street in San Francisco, California, United States. This finance institution offers personalized services supported by the global capabilities of a reputable institution. Christopher Maher, a Senior Vice President and Private Wealth Manager, works closely with individuals and families with complex wealth management needs, helping them achieve their long-term financial goals. He specializes in catering to business owners, entrepreneurs, and senior executives, offering tailored investment management, estate planning services, and philanthropic strategies. With over two decades of experience in financial services, Christopher Maher is dedicated to providing customized guidance and highly responsive service to make his clients' financial lives easier and reflective of their unique priorities. The institution prides itself on building strong client relationships based on trust and personalized service, focusing on the things that matter most to clients, such as family, goals, and priorities. Through the Merrill Personal Wealth Analysis™, clients can build a personalized financial plan centered on their goals and aspirations. The institution's approach is to help clients manage, grow, and preserve their wealth today while considering its impact for future generations. By understanding clients' investment preferences and goals, Merrill Lynch Financial Advisor Christopher Maher offers a customized financial approach to help clients pursue what matters most to them. With tools to track changes in clients' lives and financial goals, the institution ensures that clients stay on track to achieve their objectives. Clients can expect regular meetings to review their progress and make any necessary adjustments to their financial approach. Christopher Maher believes that financial success is achieved through personalized investment decisions that help clients reach their meaningful goals. The institution's dedicated team is committed to helping clients navigate the financial complexities of life and build a customized investment approach to address their individual needs and pursue their goals. With a focus on the client's priorities and personalized advice, Merrill Lynch Financial Advisor Christopher Maher is dedicated to helping clients achieve their financial goals.
Merrill Lynch Financial Advisor Brian M Gigliotti
Located at 555 California Street in San Francisco, California, Merrill Lynch Financial Advisor Brian M Gigliotti is a finance institution dedicated to understanding your values and helping you achieve your financial goals. With over 17 years of experience in the financial services industry, Brian Gigliotti and his team provide personalized guidance and service to address all aspects of your financial life. As a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management, Brian Gigliotti holds dual Bachelor of Science degrees in Financial Services and Corporate Finance from San Francisco State University. He also has the Chartered Retirement Planning Counselor (CRPC) designation from the College for Financial Planning.
Merrill Lynch Financial Advisor Laura J Pilz
Merrill Lynch Financial Advisor Laura J Pilz, located at 555 California Street in San Francisco, California, offers insights, observations, and ideas to help clients pursue their financial goals. With 30 years of experience in the financial services industry and a Certified Financial Planner certification, Laura helps individuals, couples, and families create wealth management strategies to achieve a secure financial future. She specializes in working with single women, seniors, and those facing major life changes such as divorce or widowhood. Laura's team is committed to building strong client relationships based on trust and personalized service, utilizing the global resources of Merrill. Through personalized financial strategies and regular updates, clients can build and preserve wealth while pursuing their goals. The institution also offers Merrill Personal Wealth Analysis™ to help clients document a personalized plan centered on their goals. Whether planning for retirement, saving for a home, or funding education, Laura believes in creating a financial approach that reflects the client's personality and priorities. By staying informed and adapting to changes in life and the financial markets, Laura and her team help clients stay on track to achieve what matters most to them.
Paul M. Dorsey, CFP , ChFC , CLU - Financial Advisor, Senior Vice President Investments
Paul M. Dorsey, CFP, ChFC, CLU - Financial Advisor, Senior Vice President Investments is a prestigious finance institution located at 575 Market Street in San Francisco, California, United States. With a team of experienced professionals led by Paul M. Dorsey himself, this institution offers expert financial advice and investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Paul M. Dorsey and his team are dedicated to providing personalized solutions tailored to your specific needs. Trust in their expertise and experience to secure your financial future.
Merrill Lynch Financial Advisor Richard McHugh
Merrill Lynch Financial Advisor Richard McHugh is located at 3075 Hansen Way in Palo Alto, California, United States. Rich McHugh is a Senior Vice President, Private Wealth Advisor, and Portfolio Manager at Merrill Private Wealth Management. He works with leaders in business, members of accomplished families, and successful individuals to help them navigate the complexities of wealth through the advice and capabilities of Merrill Private Wealth Management's world-class infrastructure. Rich and his team provide highly personalized experiences by servicing a limited number of families. With extensive experience in traditional and alternative investments, portfolio management, short-term cash management, financing, and estate planning strategies, Rich begins each relationship by gaining a thorough understanding of his clients' backgrounds, financial pictures, goals, and expectations. Prior to joining Merrill, Rich worked at J.P. Morgan Private Bank in various offices across the United States. He holds a B.A. in Political Science and Government from Purdue University and a M.S. in Finance from DePaul University. Rich resides in Los Altos, CA, and enjoys art, golf, skiing, and travel in his free time. Merrill Lynch Wealth Management focuses on building strong client relationships based on trust and personalized service, with a focus on the unique priorities and goals of each individual client. Clients can expect personalized investment strategies and comprehensive financial solutions tailored to their needs and objectives.
Merrill Lynch Financial Advisor David McLaughlin
At Merrill Lynch Financial Advisor David McLaughlin in Palo Alto, California, clients can expect personalized wealth management services tailored to their unique needs and goals. David McLaughlin, a Private Wealth Manager with Merrill Private Wealth Management, specializes in working with high-net-worth individuals, law firm partners, entrepreneurs, and senior executives in the technology and life sciences industries. With a limited number of clients, David is able to provide a high level of personalized service and attention, helping clients preserve, grow, and transfer their wealth more effectively. David's approach is focused on putting clients' interests first and making their lives easier. He offers a range of services including tailored portfolio design, cash-flow management, pre- and post-liquidity-event planning, trust and estate planning services, and charitable giving. With a background in law firm banking and over a decade of experience in wealth management, David is well-equipped to address the complexities that come with substantial wealth.
Merrill Investment & Retirement Financial Center
Merrill Investment & Retirement Financial Center is a finance institution located at 21 Springstowne Center in Vallejo, California, United States. At Merrill, we have a team of Financial Solutions Advisors ready to help you turn your ambitions into action. Whether you are planning for retirement, investing in securities, or looking for personalized financial advice, our advisors can help you pursue your goals. We offer a broad range of brokerage, investment advisory, and financial planning services to meet your needs. Banking products are provided by Bank of America, N.A. and affiliated banks. Contact us today to schedule a meeting with a Merrill Advisor and start planning for what matters most to you.
Sarah Clish - Private Wealth Advisor, Ameriprise Financial Services, LLC
Sarah Clish is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 225 West Santa Clara Street in San Jose, California, United States. Sarah holds several prestigious certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. These certifications demonstrate her expertise in asset management, estate planning, investment strategies, and retirement planning. She is also trained in behavioral financial advising, philanthropy, fixed-rate and variable annuities, and issues impacting seniors and those planning for retirement. Sarah is committed to providing comprehensive financial planning services to her clients, helping them achieve their financial goals and secure their financial future.
Lesley Lemessurier - Associate Financial Advisor, Ameriprise Financial Services, LLC
Lesley Lemessurier, an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 1905 The Alameda, San Jose, California, is a highly qualified professional with multiple certifications and designations. Lesley holds the AAMS™ certification, demonstrating expertise in asset management and investment strategies. Additionally, Lesley is an ADPA™ Accredited Domestic Partnership Advisor™, specializing in wealth transfers, retirement planning, and end-of-life needs for domestic partners. With the AEP® designation from the National Association of Estate Planners & Councils, Lesley is well-versed in estate planning for various professionals. As an Accredited Investment Fiduciary® (AIF®), Lesley upholds high fiduciary standards and demonstrates comprehensive knowledge in this area. Lesley also holds the APMA™ designation, focusing on client assessment, risk/return, and modern portfolio theory. With the AWMA℠ certification, Lesley has advanced knowledge in asset management, retirement planning, and risk management for high net worth clients. Furthermore, Lesley is a Behavioral Financial Advisor, helping clients make better financial decisions through self-awareness and effective decision-making. Lesley is also a Chartered Advisor in Philanthropy® (CAP®), assisting clients in articulating and advancing their philanthropic aspirations. Additionally, Lesley holds the CAS® designation, specializing in fixed-rate and variable annuities. With the CASL® credential, Lesley is trained in issues impacting seniors and retirement planning. As a Certified Divorce Financial Analyst, Lesley specializes in the financial aspects of divorce.
Michael Adiutori - Financial Advisor, Ameriprise Financial Services, LLC
Michael Adiutori is a dedicated financial advisor working at Ameriprise Financial Services, LLC located at 225 West Santa Clara Street in San Jose, California. With a focus on providing personalized financial planning and investment strategies, Michael helps clients navigate their financial goals and secure their financial future. As a trusted professional in the finance industry, he is committed to helping individuals and families achieve their financial aspirations. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Michael Adiutori is here to provide expert guidance and support. Contact him today to schedule a consultation and take the first step towards a more secure financial future.
Merrill Lynch Financial Advisor Carrie Duddy
Merrill Lynch Financial Advisor Carrie Duddy, located at 200 East Franklin Street in Monterey, California, is a prestigious finance institution with a team of talented and experienced individuals dedicated to providing exemplary client service. Recognized by Forbes for their outstanding performance, the advisors at Merrill Lynch are committed to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, Carrie Duddy focuses on understanding the things that matter most to her clients - family, goals, and priorities. By listening carefully and asking thoughtful questions, she works with clients to design and implement personalized financial plans aimed at helping them pursue their goals while managing investment risk.
Merrill Lynch Financial Advisor Elizabeth G Kirkpatrick
Merrill Lynch Financial Advisor Elizabeth G Kirkpatrick is a prestigious finance institution located at 200 East Franklin Street in Monterey, California, United States. The institution prides itself on its team of talented and experienced individuals who are dedicated to providing exemplary client service. Recognized by Forbes for their outstanding performance, the advisors at Merrill Lynch are committed to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, Elizabeth G Kirkpatrick focuses on understanding the individual needs and goals of each client, adapting their financial approach to suit their ever-changing priorities. By listening carefully and asking thoughtful questions, Elizabeth works with clients to design and implement personalized plans aimed at helping them pursue their financial goals while managing investment risk.
Merrill Lynch Financial Advisor Jason R Griffin
Merrill Lynch Financial Advisor Jason R Griffin, located at 200 East Franklin Street, Monterey, California, is a trusted institution in the world of finance. Jason Griffin, a Vice President, Financial Advisor, and Senior Portfolio Advisor at Merrill Lynch Wealth Management, has been in the financial services industry since 1995. With a focus on helping clients manage their wealth to meet both short-term and long-term goals, Jason offers a comprehensive approach that begins with truly understanding each client's needs and aspirations. As a Senior Portfolio Advisor, Jason can manage custom investment strategies on a discretionary basis, drawing from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies. Jason Griffin is deeply involved in the local community, volunteering his time with various organizations. At Merrill Lynch Wealth Management, the team is dedicated to building strong client relationships based on trust and personalized service. By utilizing the global resources of Merrill and the banking solutions of Bank of America, Jason works with clients to develop personalized plans focused on achieving their financial goals while managing investment risk.
Merrill Lynch Financial Advisor Cale Kunkle
Merrill Lynch Financial Advisor Cale Kunkle, located at 1020 Marsh Street, San Luis Obispo, California, United States, is a finance institution supported by the global resources of Merrill. The team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, your financial advisor focuses on your family, goals, and priorities, adapting as they change over time. Through conversations, your advisor helps you identify and prioritize your goals, whether it's transferring wealth, pursuing passions, or planning for the future. By utilizing the Investment Personality Assessment, Merrill can customize a financial approach tailored to your preferences and goals. The Merrill Personal Wealth Analysis™ helps build a personalized plan centered on your goals. With access to investment insights and banking solutions, Merrill Lynch Wealth Management Advisors work with you to develop an approach to address your financial needs. The goal is to help you achieve your financial goals while managing investment risk and adapting to life changes. Whether planning for retirement, saving for a home, or passing wealth to future generations, Merrill Lynch Financial Advisor Cale Kunkle is dedicated to helping you reach your goals.
Merrill Lynch Financial Advisor Kevin P Hanley
Merrill Lynch Financial Advisor Kevin P. Hanley, located at 333 South Hope Street in Los Angeles, California, offers personalized wealth management services to high net-worth investors. With over 35 years of experience, Kevin holds prestigious designations such as the Certified Investment Management Analyst and Chartered Market Technician. Along with his team of seasoned professionals, including Senior Vice President Jerry Au and Wealth Management Specialist Claudia Iribe, Kevin provides tailored investment advice and financial services to help clients achieve their financial goals. The team integrates lending, credit services, retirement planning, insurance, and asset management to create a comprehensive wealth management strategy for each client. Through a highly personalized investment platform, Kevin and his team implement appropriate strategies and conduct periodic reviews to ensure clients' needs are met. Kevin is actively involved in the community, volunteering with organizations such as The Painted Turtle and supporting local arts and cultural institutions. By focusing on understanding each client's goals and priorities, Kevin aims to help clients pursue their financial aspirations and manage investment risk effectively.
Merrill Lynch Financial Advisor Qing Zhou
Merrill Lynch Financial Advisor Qing Zhou is located at 520 Newport Center Drive, Newport Beach, California, United States. Jessica Zhou, a Senior Financial Advisor with Merrill Lynch Wealth Management, holds the Chartered Retirement Planning Counselor (CRPC) and Certified Plan Fiduciary Advisor (CPFA) designations. She provides premier wealth management and investment services to affluent and high-net-worth clients. Jessica is a specially qualified Senior Portfolio Advisor who can build and manage custom investment strategies for clients, drawing from a wide range of model portfolios. She offers services in investment management, retirement planning, trust and estate planning, credit and lending services, insurance planning, and education planning. Jessica has extensive experience in the financial industry and is fluent in Mandarin. She is committed to helping clients reach their financial goals and offers personalized recommendations. The institution believes in focusing on clients' priorities, goals, and life changes to create a customized financial approach. They offer the Merrill Personal Wealth Analysis™ to build personalized plans centered on individual goals. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. They believe in helping clients achieve financial success by understanding their goals and aspirations. With access to investment insights and banking solutions, they work with clients to develop approaches tailored to their financial needs. The institution emphasizes the importance of regular check-ins to review progress and make any necessary adjustments to the financial approach. Overall, Merrill Lynch Financial Advisor Qing Zhou aims to help clients pursue their financial goals and manage investment risk effectively.
Merrill Lynch Financial Advisor William Moore
with the global resources of Bank of America, we tailor a financial plan that helps you pursue your unique goals and priorities. Our team at Merrill Lynch Financial Advisor William Moore, located at 520 Newport Center Drive in Newport Beach, California, is committed to providing a personalized and comprehensive wealth management experience for our clients. With a focus on simplifying and unifying financial affairs, enhancing confidence in financial outlook, and advancing priorities with care and resolve, we help clients navigate the demands and opportunities that come with significant wealth. Our tight-knit team of professionals, including Certified Financial Planners, work diligently to add value, ease, and convenience to our clients' lives. By beginning each relationship with a conversation, we are able to listen and learn about our clients' interests, needs, and goals, allowing us to develop a customized financial approach that aligns with their individual aspirations.
Merrill Lynch Financial Advisor Christopher Leu
Merrill Lynch Financial Advisor Christopher Leu is located at 520 Newport Center Drive in Newport Beach, California. With over 35 years of experience in the financial services industry, Christopher Leu brings a wealth of knowledge to his role at Merrill Lynch. Prior to joining Merrill Lynch, he held various senior positions in banking and investment firms, including President & CEO of United Pacific Bank and President & Managing Director for Seyen Capital Markets, Inc. Christopher holds a B.S. degree in Business and a M.S. degree in Systems Management from the University of Southern California, and has completed PH.D course work in International Political Economy. He is a member of various prestigious clubs and organizations, and is actively involved in community service. As a financial advisor, Christopher Leu focuses on building personalized plans centered on his clients' goals and priorities, helping them achieve financial success and pursue their aspirations. Through the Investment Personality Assessment, he gains a deeper understanding of his clients' investing preferences and tailors financial approaches to align with their goals. With access to the investment insights of Merrill and banking solutions from Bank of America, Christopher works with his clients to develop strategies that address their financial needs and help them achieve their goals. His mission is to understand his clients' unique situations and provide thoughtful solutions that turn their financial goals into reality. By regularly reviewing and adjusting financial approaches, Christopher helps his clients stay on track to achieve what matters most to them. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch Financial Advisor Christopher Leu is dedicated to helping his clients navigate the complexities of their financial lives and pursue their goals.
Merrill Lynch Financial Advisor Chris L Martin
Merrill Lynch Financial Advisor Chris L Martin, located at 520 Newport Center Drive in Newport Beach, California, is a finance institution supported by the global resources of Merrill. The team is comprised of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. The institution offers services such as Registered Senior Wealth Management Client Associate, helping clients focus on their family, goals, and priorities. By starting with a conversation, the financial advisor helps identify and prioritize which goals matter most to each client, whether it's transferring wealth, pursuing passions, or planning for the future. Through the Investment Personality Assessment and Merrill Personal Wealth Analysis™, the institution tailors a financial approach to help clients reach their goals while managing risk. With access to the investment insights of Merrill and banking solutions from Bank of America, the team works with clients to develop a personalized plan to address their financial needs. The ultimate goal is to understand each client and what matters most to them, offering solutions that can turn goals into reality. By staying in touch and revisiting the financial approach as needed, the institution helps clients stay on track to achieve what's most important to them. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Chris L Martin is committed to helping clients live their best financial life.
Merrill Lynch Financial Advisor Jared V Mott
Merrill Lynch Financial Advisor Jared V Mott, located at 520 Newport Center Drive in Newport Beach, California, offers personalized financial services supported by the global resources of Merrill. With a team of experienced professionals dedicated to building strong client relationships based on trust, they focus on your family, goals, and priorities. From retirement planning to wealth transfer and investment strategies, they work closely with you to create a customized financial approach tailored to your unique needs. As Registered Senior Wealth Management Client Associates, they provide guidance and advice to help you achieve your financial goals while managing investment risk. With access to the investment insights of Merrill and banking solutions from Bank of America, they help you address your financial needs and stay on track to achieve what matters most to you. Whether you are planning for the future, saving for a specific goal, or navigating changes in your life, Merrill Lynch Financial Advisor Jared V Mott is committed to helping you reach your financial goals.
Merrill Lynch Financial Advisor Maureen Tschopp
Merrill Lynch Financial Advisor Maureen Tschopp is a finance institution located at 520 Newport Center Drive, Newport Beach, California, United States. Supported by the global resources of Merrill, the team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. The team, led by Maureen Tschopp, a Senior Portfolio Advisor, helps clients pursue their financial objectives by managing custom investment strategies, selecting from a wide range of model portfolios and third-party investment strategies. At Merrill Lynch Wealth Management, the focus is on understanding and addressing the things that matter most to clients - family, goals, and priorities. The team works closely with clients to create a financial strategy that reflects their investment style and life plan, whether they are focused on growing, preserving, or transferring wealth. By utilizing the Investment Personality Assessment and other tools, Merrill Lynch Financial Advisor Maureen Tschopp helps clients make informed investment decisions that align with their goals and priorities. With a commitment to proactive portfolio management and effective communication, the team at Merrill Lynch strives to help clients achieve their financial goals at every stage of life.
Merrill Lynch Financial Advisor Nick McCutcheon
Merrill Lynch Financial Advisor Nick McCutcheon is a finance institution located at 520 Newport Center Drive, Newport Beach, California, United States. Managing your wealth starts with a comprehensive understanding of your financial situation. Nick McCutcheon can help create a flexible strategy tailored to your needs in today's ever-changing market conditions. With access to Merrill's investment insights and Bank of America's banking solutions, he can assist you in pursuing your financial goals through personalized wealth management strategies. Nick McCutcheon follows the Merrill tradition of community involvement, volunteering with local organizations. He offers the Merrill Personal Wealth Analysis™ to build a personalized plan centered on your goals. Backed by Merrill's global resources, his team is dedicated to establishing strong client relationships based on trust and personalized service.
Merrill Lynch Financial Advisor Jeff C Jen
Merrill Lynch Financial Advisor Jeff C Jen is a finance institution located at 520 Newport Center Drive, Newport Beach, California, United States. This institution provides access to a wide range of investment solutions from Merrill and banking products from Bank of America. Jeff Jen, a Senior Financial Advisor, works closely with business owners, entrepreneurs, professionals, and their families to address their distinctive wealth management needs and support their long-term goals. With over two decades of experience, Jeff offers expertise in portfolio design, tax-sensitive wealth transfer, alternative investments, and more. He focuses on building long-term relationships with clients, providing honest and frank advice to help them better prepare for key financial decisions. Jeff is dedicated to making a meaningful impact on clients and their families, offering personalized financial plans to help them pursue their goals and manage investment risk. By leveraging the investment insights of Merrill and banking solutions from Bank of America, Jeff works with clients to develop tailored approaches to address their financial needs. Whether it's planning for retirement, saving for a home, or funding a child's education, Jeff is committed to helping clients achieve their financial goals. With access to research in behavioral finance, Merrill offers tools like the Investment Personality Assessment to understand clients better and customize financial approaches. The institution goes beyond the traditional role of an advisor, providing access to investing insights and banking capabilities to help clients make informed decisions as they pursue their goals.
Merrill Lynch Financial Advisor Melaina Cano
Merrill Lynch Financial Advisor Melaina Cano is a distinguished institution located at 100 Spectrum Center Drive, Irvine, California, United States. Melaina Cano, a Senior Vice President and Senior Financial Advisor, is dedicated to helping clients address their entire financial picture, focusing on understanding clients beyond their investments. With a passion for people and a love of numbers, Melaina brings a creative and investigative approach to wealth management, particularly assisting high-net-worth individuals and multigenerational families in planning for the future and achieving their goals. As the founder of The Cano Group, Melaina adopts a holistic approach to wealth management, tailoring financial strategies to align with clients' goals, needs, and personal objectives. The Cano Group specializes in working with individuals going through life transitions, such as divorce, widowhood, career changes, or inheritance, providing clarity and confidence while addressing long-term goals and aspirations.
Merrill Lynch Financial Advisor Steven J Bernardy
Merrill Lynch Financial Advisor Steven J Bernardy is a Senior Vice President and Senior Financial Advisor located at 520 Newport Center Drive, Newport Beach, California, United States. With over 20 years of experience in finance, Steven helps his clients determine long-term financial goals and implement wealth management strategies. He specializes in estate planning and works closely with advisors to develop personalized estate plans. Steven is actively involved in charitable organizations, including Olive Crest, and has been volunteering there for over 30 years. He is dedicated to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. Steven's mission is to understand his clients' goals and priorities, and to develop a customized investment approach to help them achieve financial success. Whether you are planning for retirement, saving for a home, or funding a child's education, Steven is committed to helping you pursue what matters most to you. With access to the investment insights of Merrill and banking solutions from Bank of America, he will work with you to develop a financial approach tailored to your needs. Steven is registered to do business in multiple states and offers personalized investment strategies and comprehensive financial solutions to help you reach your goals. Contact Merrill Lynch Financial Advisor Steven J Bernardy to start planning for your financial future today.
Edward Jones - Financial Advisor: Tirso De Anda
Edward Jones - Financial Advisor: Tirso De Anda is a reputable financial institution located at 3 Pointe Drive in Brea, California. As a trusted financial advisor, Tirso De Anda provides personalized financial planning services to help individuals and businesses achieve their financial goals. With a focus on building long-term relationships and providing expert guidance, clients can trust Edward Jones to help them navigate the complexities of the financial world. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, Edward Jones - Financial Advisor: Tirso De Anda is here to help you every step of the way.
Merrill Lynch Financial Advisor Nannette E Macbeth
Merrill Lynch Financial Advisor Nannette E Macbeth is a finance institution located at 145 South State College Boulevard in Brea, California, United States. Supported by the global resources of Merrill, the team at this institution is dedicated to building strong client relationships based on trust and personalized service. Nannette E Macbeth is a Registered Senior Wealth Management Client Associate at Merrill Lynch Wealth Management, focusing on your family, goals, and priorities as they evolve over time. The institution offers personalized financial planning services to help you achieve your goals, whether it's transferring wealth, planning for retirement, or funding a child's education. By understanding your investment personality and preferences, the team can customize a financial approach to suit your needs. With access to investment insights and banking solutions, they work with you to develop a strategy to address your financial goals. The institution believes in understanding you and what matters most to you, helping you design and implement a personalized plan to manage, grow, and preserve your wealth. They offer the Merrill Personal Wealth Analysis™ to build a personalized plan centered on your goals. As your life and goals change, they will work with you to update your approach to reflect these changes. By getting to know you personally, the team can help you create a financial approach that aligns with your priorities. With a dedicated Merrill Lynch Wealth Management Advisor, you can receive personalized investment strategies and comprehensive financial solutions tailored to your needs. The institution puts you first, offering one-on-one relationships and guidance to help you achieve your financial goals.
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