Joeffrey Sunga
With more than a decade of experience in the financial services industry, I partner with individuals and business owners to help them achieve their financial goals through tailored strategies. My process starts with listening—understanding each client’s unique priorities and aspirations—so I can create customized plans that truly fit their life.
Whether starting a family, planning for retirement, or navigating complex decisions for business owners, I focus on building long-term security and growth. My commitment is to provide clarity, confidence, and a clear roadmap toward financial success.
Our philosophy is built on three core principles:
- Customized Planning – Every client's financial journey is unique. We take the time to understand your goals, values, and priorities to create a personalized investment strategy that aligns with your life and aspirations.
- Disciplined Approach – Markets can be unpredictable, but discipline is key. We focus on long-term objectives and maintain a steady course through periods of volatility, helping to ensure your plan remains aligned with your goals.
- Deepening Relationships – True financial success goes beyond numbers. We strive to build lasting relationships not only with you but with your entire family, providing guidance and support across generations.
Our commitment is to deliver clarity, confidence, and a strategy designed to help you achieve financial security today and for the future.
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.
