Christina Chanpong Stieg is Vice President and Senior Financial Advisor with Merrill Lynch Wealth Management. She is dedicated to providing clients with the finest individually tailored approach to investing and risk management. Since joining Merrill in 2004, Christina assists a select group of affluent clients in investment management, tax minimization strategies, retirement planning, estate planning strategies, wealth preservation/transfer strategies and business investment management including Employer Sponsored Retirement Plans. Drawing on her experience and Merrill's global resources, Christina develops customized strategies to address the complex needs of clients with substantial wealth based upon their risk tolerance, time horizon, liquidity needs and overall investment goals. Her goal is to be an essential resource to assist clients in achieving their long-range financial goals and managing all facets of their financial life.
Christina is a qualified Senior Portfolio Advisor who can help clients pursue their objectives by managing on a discretionary basis, custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies.
Christina graduated from the University of Southern California with a BA Degree in Communication and MBA through USC's Marshall School of Business. Her financial industry licenses and registrations include: FINRA Series 7, Series 66 Registrations, California Life Insurance license. She has received the Chartered Retirement Planning Counselor, CRPCTM designation through The College for Financial Planning Institutes Corp. and the Certified Plan Fiduciary Advisor, CPFATM designation through the National Association of Plan Advisors (NAPA), which is part of the American Retirement Association.
Christina resides in Altadena, CA with her husband and two children. She enjoys spending time with her family, traveling, skiing, hiking, cooking and giving back to the local community.
*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
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.
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.
