Brad Chi is a Financial Advisor with Merrill Lynch Wealth Management in Pasadena, California, bringing 6 years of experience to his practice. He works with select clients, including business owners, executives, professionals, and multigenerational families, to deliver tailored financial strategies. Leveraging the robust banking resources of Bank of America and the investment resources of Merrill, Brad collaborates with clients' tax and legal advisors to craft comprehensive plans that address corporate retirement needs, small business growth, and personal wealth preservation. His unique approach, informed by a BA in Business Administration and a psychology minor from the University of Arizona, blends financial knowledge with an understanding of clients' personal goals. Brad guides clients through every stage of their financial journey, adapting strategies to navigate market shifts and life transitions with confidence. A San Gabriel Valley native, he is committed to building lasting relationships and enjoys weightlifting, cooking, traveling and spending time with friends and family outside of work.
I'm Brad Chi, a Financial Advisor at Merrill with 6 years of experience, and I'm excited to help you shape your financial future. My journey begins with you—listening to your story, understanding your family's dreams, and learning what success means to you. Together, we'll build a personalized plan to help turn your goals into reality, leveraging Merrill's insights and Bank of America's banking resources. Let's start that conversation today—contact me to take the first step.
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.
