Christopher Ficara
Senior Vice President, Wealth Management Advisor
- Role
- Wealth Management Advisor, Senior Vice President at Merrill Lynch
- Location
- Rancho Santa Fe, CA, US
- LinkedIn followers
- 500 followers
About Christopher Ficara
Recognized by Forbes as one of California\'s \"Best-in-State Wealth Advisors\" for several years including 2024 (Published annually Jan – April. Rankings based on data as of June 30 of prior year), I offer straightforward guidance to help clients achieve their financial goals. Our clients include working professionals, corporate executives, small business owners, and entrepreneurs. We help simplify their financial lives with strategies designed to preserve, manage, and grow wealth over time. This involves more than just choosing investments. It\'s about creating a strategy for your family\'s financial future that aligns with your unique goals and objectives. We deliver the resources and capabilities of an industry leading firm to you through thoughtful, convenient and personalized service. Our clients look to us for advice on a host of financial topics which include- Concentrated stock strategies, including 10b51 sales and 144 reporting - Retirement planning - Private business sales - Investment management and access to alternative investments - Education planning and 529 college savings accounts - Access to private banking and lending services - Trust and estate planning services - Private foundations and charitable gifting strategies *Banking and lending services are offered through Bank of America, N.A.*Chartered Financial Analyst® and CFA® are registered trademarks of the CFA Institute.*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment\'s investment objectives will be achieved.*Trust, fiduciary, and investment management services, including assets managed by the Specialty Asset Management Team, are provided by Bank of America, N.A, Member FDIC, and wholly owned subsidiary of Bank of America Corporation (\"BofA Corp.\"), and its agents. Bank of America Private Bank is a division of Bank of America, N.A.
Experience
Wealth Management Advisor, Senior Vice President
Apr 2004 — Present
Education
University of California, San Diego
Bachelor's Degree
2003 — 2006
Yucca Valley High School
High School Diploma/GED
1999 — 2003
University of Pennsylvania, The Wharton School
Masters of Business Administration, MBA
2016 — 2018
Skills
- Advice and Guidance
- Soccer
- Retirement Planning
- Executive Compensation
- Business Analysis
- Asset Based Lending
- Retirement Income
- Estate Planning Services and Wealth Transfer
- College Education Planning
- Social Security Analysis
- Executive Services
- Executive Compensation Planning
- Foundations and Trusts
- Angel Investing
- Private Business Sales
- Private Pilot
- Asset Allocation
- Income Strategy During Retirement Years
- Wealth Strategy for Families Who Own a Business
- Asset Management
- Investment Portfolio Management
- Customer Service
- Financial Planning
- Mortgage Lending
- Financial Advisory Services
- Working with Business Owners
- Business Exit Strategies
- Alternative Investments
- Personal Retirement Strategies
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