Alisa Chanpong
,
Senior Vice President, Wealth Management Advisor
NMLS #557753
800 E Colorado Blvd
Pasadena, CA 91101
626.304.3954
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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

Alisa J. Chanpong is a Senior Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management. She has been with the Firm since 1999 and is a graduate of the University of Southern California, earning her B.S. Degree in Business Administration with emphases in Entrepreneurship and Business Communication from the Marshall School of Business in 1994.

Throughout the course of her career, Alisa has achieved several professional designations; including the Chartered Retirement Planning Counselor designation through the College for Financial Planning Institutes Corps. She also holds the Series 7, 66, and 31 FINRA Registrations.

Alisa is passionate about her work. Her commitment to clients’ personal goals and dedication to their best interest is what makes her an outstanding Advisor. Alisa and her team, here, at Merrill focus in working with affluent individuals, their families and closely held businesses. Her areas of emphases are on asset allocation, investment management, retirement income, wealth transfer planning and overall strategy development.

Her objective is to be an “essential Advisor,” to clients by offering creative financial strategies that are based upon clients' risk tolerance, time horizon, liquidity needs and overall investment goals. As a result, clients are more equipped to smoothly navigate through life’s transitions, while keeping on track to achieve their personal life goals. In addition to providing customized investment advice, she implements financial strategies which include detailed wealth and retirement outlook analysis' for clients so they can see their whole financial picture from a planning perspective. This planning analysis helps clients to make important investment and life decisions based on a combination of planning details and not just their investments. To provide and execute customized recommendations for clients’ planning and investment needs, Alisa works closely with a team of internal specialists to help ensure that clients have access to the highest degree of advice. These Specialists focus on the areas of Wealth Management Banking (which include Residential lending and Commercial Banking through Bank of America, N.A), Custom and Commercial lending, Trust and Estate Strategies, Insurance, Annuities, Long-term care, Commercial Banking and Personal/Corporate Retirement Plans. Alisa also partners with your trusted tax and legal advisors to help ensure a coordinated approach to wealth management and preservation.

She lives with her husband, J.P. Amateau, who is an Executive Chef and Restaurant Food Consultant. His creative talent has been featured on The Food Network’s Emeril Lagasse’s “The Originals with Emeril” and Oprah Winfrey Network’s top rated Canadian television show “Anna & Kristina’s Grocery Bag”. Together they have two daughters, Lily and Ella. Additionally, Alisa also has two siblings, Robert and Christina Chanpong, who are also experienced Financial Advisors with Merrill in the Pasadena Office.

In her spare time, Alisa enjoys traveling with her family and considers herself a “foodie”. She is an active member of the Tournament of Roses in Pasadena, Pasadena Showcase House for the Arts, The Trojan League of Los Angeles and Town & Gown of USC.

Alisa can be reached at 626-304-3954# or by email at alisa_j_chanpong@ml.com



*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.

*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.


*Merrill Life Agency's California License Number 0522776 

*NMLS#557753

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.

Recognition
Forbes "Top Women Wealth Advisors Best-in-State", 2022-2024
(Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year.)
Forbes "America’s Top Women Wealth Advisors", 2020-2021
(Published annually Feb - April. Rankings based on data as of June 30 - September 30 of prior year.)
Working Mother/SHOOK Research's "Top Wealth Advisor Moms", 2020-2021
(Published annually Sept – Oct. Rankings based on data as of Mar 31 of current year.)
Click here to learn more about advisor recognitions
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.

Meet Our Professional Staff
Hannah Burgos
Wealth Management Client Associate
626.356.2008
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.
Ally Bowdoin
Wealth Strategies Advisor
Bank of America, N.A.
Grace Chung
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #637495
Meschelle Mitchell
Wealth Management Banking Specialist
Merrill
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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Alisa Chanpong is registered to do business in AZ, CA, CO, CT, DC, FL, GA, IL, MA, MI, NC, NV, NY, OR, RI, SC, TN, TX, UT, WA.
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.