Brandon Martinez-Larragoiti began his career as a financial advisor with Merrill Lynch Wealth Management in 2010 after attending the University of Southern California and then the University of San Francisco. He graduated magna cum laude and earned his Bachelor’s degree in finance from USF in 2009. After joining Roberto at Merrill, he earned the CERTIFIED FINANCIAL PLANNER™, CFP® certification from the Certified Financial Planner Board of Standards Inc. Since earning his CFP® certification in 2016, he continues to pride himself on implementing goals based wealth management strategies with clients. He focuses on complex issues such as tax minimization strategies, estate planning techniques, concentrated stock strategies, impact investing & ESG investing, and discretionary money management. Brandon is passionate about the philanthropy and impact investing. The breadth of impact investing capabilities at Merrill Lynch Wealth Management allows Brandon to help clients align their core values to their investments. Brandon attended the Wharton School to earn the Certified Investment Management Analyst, CIMA® certification and attended the Booth School to earn the Certified Private Wealth Advisor, CPWA® certification both from the Investments & Wealth Institute™ (The Institute).
*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
*Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating
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.
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.
