Pina Carino
,
First Vice President, Wealth Management Advisor
700 Main St
Napa, CA 94559
707.254.4679
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

Pina focuses on the development and maintenance of prudent financial strategies to help clients pursue their objectives. She has been offering a wide range of financial strategies and portfolio management solutions to retirees, individuals, affluent families, corporate executives and businesses to help grow, create wealth, and preserve, and plan for the distribution of wealth in the most tax-advantaged manner for over 25 years.

As a CERTIFIED FINANCIAL PLANNER, CFP® professional, Pina develops comprehensive wealth management and legacy planning strategies for clients to use as a roadmap for pursuing their targeted goals. In addition, she holds the Chartered Retirement Planning Counselor, CRPCTM designation, which enables her to focus on the pre-and post-retirement needs of her clients. Pina is also a licensed life insurance and long-term care insurance agent and holds series 7 and 63 FINRA registrations.

By developing well-thought-out wealth management solutions, Pina can help lead her clients toward greater opportunities based upon their risk tolerance, time horizon, liquidity needs, overall investment goals and the costs associated with the recommendation. Her disciplined process helps her clients define a vision of their future, making it possible for them to achieve their goals for their families and businesses utilizing a thorough wealth management plan.  Pina takes a hands on, holistic approach to wealth management and addresses her client’s current financial situation, interim goals, and long-term financial strategies.

She also focuses on assisting domestic partners & LGBTQ clients.

Her community involvement include Cope Family Center, LGBTQ Connection Napa, Sons of Italy, Napa School of Music, Lambda Legal, Human Rights Campaign, Alzheimer’s Association, and the Humane Society.

 *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.

About Me
Welcome

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.

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.
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.
Pina Carino is registered to do business in AZ, CA, CO, FL, KS, MD, MI, NC, NV, OR, TX, UT, WA.