Mike Rinaldi

About Mike Rinaldi

I am a CERTIFIED FINANCIAL PLANNER® professional, and Assistant Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management in Palo Alto, CA. I focus on Personal Investment and Wealth Management planning for my high-net-worth clients, as well as Private Equity opportunities where needed. Each client has different goals and objectives, so I guide them to build a proper plan catered to their specific needs. I look forward to personally assisting on your financial journey.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.**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.

Experience

1. Senior Financial Advisor, Assistant Vice President

   Merrill Lynch

   Sep 2017 — Present

Education

• California State University, Long Beach

  Bachelor's Degree

Skills

• Strategic Planning
• Team Building
• Social Media Marketing
• Microsoft Excel
• Financial Advice
• Financial Guidance
• Sales and Marketing
• Marketing Communications
• Social Media
• Communications and Interpersonal Skills
• Team Management
• Microsoft Office
• Business Financial Strategies
• Communication
• Presentation Skills
• Finance and Investment
• Financial Advisory Services
• Wealth Management
• Microsoft Word
• Team Leadership
• Business Strategy