Katrina REN
,
Financial Advisor
NMLS #1832833
800 E Colorado Blvd
Pasadena, CA 91101
626.304.1582
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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

Katrina is a Financial Advisor at the Pasadena office of Merrill Lynch Wealth Management.  She is focused on serving the unique wealth management needs of retiring executives, business owners, and employees with concentrated stock positions — a dynamic group that often faces sophisticated and competing financial demands as they balance professional and personal commitments and goals.

In addition to developing tailored strategies for clients, Katrina works closely with clients' other family attorneys, CPAs, and key members in order to focus on client's total financial picture. Trust, honesty, and committed service are symbols of her appreciation for her clients.

Born in China, received her degree from UC San Diego, volunteered abroad in Central Mexico, Katrina has a keen interest in cultural diversity and the world around her. In her free time, Katrina enjoys reading, traveling, cooking, and spending quality time with her family. 
 

FINRA Registrations

• SIE, Series 7, Series 66

 

Professional & Community Involvement

Current

• Graduate Mentor, University of California San Diego (Tritons Connect)

Past

• Founding Board Member, Student League

• Board Member, UC Chinese Student Association

• President, Alhambra Mud Club (Ceramic Arts)

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.

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.
Lourdes A Trillo
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #637482
Ally Bowdoin
Wealth Strategies Advisor
Bank of America, N.A.
Cindy Chau
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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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.
KATRINA REN is registered to do business in AZ, CA, FL, HI, NE, NV, NY, OR, PA, TX, UT, WA.