Ricardo F. Trejo
- Role
- Wealth Management Advisor, Vice President at Merrill Lynch
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Ricardo F. Trejo
Ricardo F. Trejo joined Merrill Lynch Wealth Management in 2013 and is a CERTIFIED…
Experience
Wealth Management Advisor, Vice President
Jul 2013 — Present
Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Skills
- Philanthropic Planning
- College Funding
- Future Cash Flow Analysis
- Trust Services
- Investment Advisory
- Investment Analysis - Portfolio Construction
- Wealth Management and Investment Planning
- Asset Management
- Estate and Wealth Structuring
- Portfolio Management and Retirement Planning
- Goals-Based Wealth Management
- Wealth Preservation
- Wealth Accumulation
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