As a Merrill Financial Advisor, Aida Rosas is focused on connecting all aspects of clients' financial lives to help them prioritize and pursue their goals that matter most to them. As an first generation immigrant to the U.S and coming from large family of 8 siblings, by the way all girls, she knows the importance of managing/planning for a bright financial future. Aida is passionate and finds great pleasure in helping clients' achieve their financial goals. Aida Rosas brings over 20 years of financial experience. She holds Series 6,7, 63 and 66 FINRA registrations and is licensed by California Department of Insurance Licenses (Accidental and Health Agent, Life-Only agent, Long Term Heath & Variable Contracts Agent).
Aida found that she can help the most during these Life events:
- Liquidity Events: Receiving Inheritance, Sale of property or business
- Nearing retirement within 4 years or sooner
- Loss Of Spouse due to Death or Divorce
- Property Purchase, Refinancing of Mortgage & Business Lending
*Merrill Life Agency's California License Number 0522776 *Lending Services are through Bank of America, N.A. (NMLS#570650)
As a Merrill advisor, I offer advice and guidance based on you and your family's goals and priorities. We 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.
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.
