Saundra Gardner
Senior Vice President, Wealth Management Advisor
16830 Ventura Blvd.
Encino CA 91436
(818) 528.7823
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Even if you think there’s plenty of time before retirement, we believe it's always the right time to meet with an experienced financial advisor from Saundra Joan Gardner to discuss your personalized retirement strategy.
Profile

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.

About Me
Philosophy

Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.

Meet Our Professional Staff
Jonathan A Dardashti,

CFP®

Assistant Vice President, Investment Management Specialist
818.528.7881
Shirley Mia Smith
Assistant Vice President, Wealth Management Associate
818.528.7867
Andrea V Montiel-Paku
Officer, Wealth Management Client Associate
818.528.7822
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.
Saundra Gardner is registered to do business in AZ, CA, CO, CT, FL, GA, HI, ID, IL, KY, MA, MD, NC, NJ, NM, NV, NY, OH, OR, PA, TX, UT, VA, WA, WI, WY.