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
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