Oliver Kearney

As a Merrill Financial Advisor in La Jolla, I offer advice and guidance based on you and your family’s goals and priorities. I put you at the center of our focus—not the markets—so you can better understand the pros and cons of every decision you make. As your needs or market conditions change, I can work together with you to adjust your plan, as needed.I follow a disciplined process that begins with first taking the time to get to know you, your family, your financial situation and what matters most to everyone in your family. I am a CERTIFIED FINANCIAL PLANNER® professional. I am passionate about providing you with personalized advice and guidance.The various stages in life often require adjustments in your financial and life goals, including:• The retirement lifestyle you envision• Preparing for the cost of the best education possible for your children and grandchildren• Strategies designed for preserving and growing wealth• Wealth transfer to the next generation• Establishment of your legacy through family foundations and philanthropy• Diversifying business interests• Tax-minimization strategies• Access to the banking and lending solutions of Bank of AmericaYour life and goals change. Merrill has tools to help you keep track of these changes so they can be reflected in your financial strategy.https://www.ml.com/life-goals/your-goals.htmlMerrill has been serving the needs of clients for more than 100 years, and I believe Merrill and I can help you determine the financial strategies to pursue what’s important to you. In addition, I am a great believer in taking part in community activities—and I’m proud to be part of an organization that is committed to social and professional responsibility. For more information, contact me at oliver.kearney@ml.com or 858-456-3608.