The Murty Goodrich Group

Merrill Lynch Wealth Management
145 South State College Blvd
Suite 300/350
Brea, CA 92821
(714) 257-4421
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The Murty Goodrich team is dedicated to helping our clients in a meaningful way to understand, plan and prepare to make complicated financial decisions and accomplish their financial goals. We believe it is important for our clients to have access to the education and resources they need to make the choices that are right for them.
The Murty Goodrich Group
Merrill Lynch Wealth Management
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Joshua Murty
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Next Generation Wealth Advisors", 2019
(Published on September 4, 2019. Rankings based on data as of March 31, 2019.)
Meet Our Team
Josh Murty,

CFP®,CPFA™

Senior Vice President, Wealth Management Advisor
714.257.4463
Erin Goodrich,

CFP®,CPFA™

First Vice President, Wealth Management Advisor
714.257.4421
Sarah Rooskandar
Registered Wealth Management Client Associate
714.257.4493
Daniela Romo
Wealth Management Client Associate
714.257.4459
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Sara Burns
Wealth Strategies Advisor
Horacio Orozco
Wealth Management Banking Specialist
Rudy Armijo
Wealth Management Lending Officer
NMLS #1254939
About Merrill

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.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.