Mohler Polo Mofty Group Team Photo

Mohler Polo Mofty Group

Merrill Lynch Wealth Management
12830 El Camino Real
San Diego, CA 92130
(858) 677-1324
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Accessible, knowledgeable and experienced, we are committed to building and maintaining strong client relationships. We’re passionate about what we do and we bring that passion to helping every client pursue their life goals and plan for their legacy.
Mohler Polo Mofty 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, we can help create a strategy as flexible as today's changing market conditions, and we can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. We will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Niels Mohler
Senior Vice President, Senior Financial Advisor
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Show more recognition
About Us
Welcome

We take the time to get to know you as an individual, as well as an investor and client—and we value the relationship developed with you. We will collaborate with you to help you identify and understand your primary financial goals, and then agree upon an investment and planning approach designed to help you pursue each of your most meaningful goals. Your Merrill advisor is your financial ally, not just for you, but for each succeeding generation.

Meet Our Team
Niels Mohler,

CRPC™,SE-AWMA™

Senior Vice President, Senior Financial Advisor
858.677.1328
Oliver Polo,

CFA®,CPFA™,SE-AWMA™

First Vice President, Wealth Management Advisor
858.677.1309
Sherifa El-Mofty,

CDFA®,CFP®,CPFA™

Vice President, Wealth Management Advisor
858.677.1324
Kathryn C Alvarez
Assistant Vice President, Wealth Management Associate
858.677.1357
Devon Buenrostro
Registered Wealth Management Client Associate
858.677.1334
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.
Aaron Deming
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #637451
John Karsnitz
Investment Solutions Group Portfolio Strategist
Vinh Tran
Wealth Management Banking Specialist
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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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.
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial AnalystsTM.
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.