As a Merrill Financial Advisor, I strive to be the best in my field by assisting families, individuals and successful business owners in their development of robust, long-term financial strategies.
Everyone’s economic and life situation is unique, and I keep that in mind when providing wealth management advice. I believe that personalized service is essential when matching clients with the right financial products and services. I am dedicated to learning about your personal goals. Together we will use them to build a wealth plan focused on your specific needs.
I understand my clients are in different stages of life: you might be purchasing a first home, financing a child’s post-secondary education or planning for retirement. I believe a wealth plan must reflect your personal or business situation, and so will work to highlight the financial products that best fit your goals. Once your custom-tailored wealth plan is in place, we will continue working together to review achievements against your stated aims, and help ensure you are comfortable everything is moving forward according to plan.
Areas of focus:
Investments
Retirement planning
Estate Planning Services
Trust Services
Insurance
Philanthropic Planning and Services
Personal, Residential and Commercial Lending through Bank of America, N.A. (NMLS# 1213038)
Arin started his career with Merrill Lynch Wealth Management in 2013.
*Merrill Life Agency's California License Number 0522776
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
