Daniel Valenzuela
,
First Vice President, Senior Financial Advisor
800 E Colorado Blvd
Pasadena, CA 91101
626.356.2072
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I focus on addressing the investing and fiduciary responsibilities of institutions as well as the wealth management needs of individuals and families. I work closely with clients to determine their needs so that we can craft customized financial strategies to help them pursue their goals.
Profile

Daniel S. Valenzuela is a Senior Financial Advisor, who joined Merrill Lynch Wealth Management in 2010, and graduate from the University of Southern California's Marshall School of Business. He focuses on advising high net worth clients and business owners on wealth accumulation, preservation and transfer through the creation of individually customized wealth management strategies utilizing a defined process. The approach is tailored to each specific relationship in order to provide an open and transparent strategy to the client’s financial future.

Daniel has assembled a team of professionals, to assist with portfolio development, wealth & retirement planning, estate & education planning services, liability management, tax minimization, bank & lending options through Bank of America, N.A., and asset preservation. His team strives to address and answer all questions and concerns.

He is a qualified Portfolio Advisor who, in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill Lynch Wealth Management or approved third- party investment managers’ strategies, funds or portfolios. Before any financial decisions are made, he takes time to fully understand you and your most important goals. With this intimate knowledge, Daniel is able to help establish objectives and develop an appropriate strategy while recommending strategies that draw upon the breadth and depth of Merrill.

Daniel was born and raised in Southern California and currently resides in Downtown Los Angeles.

Meet Our Professional Staff
Rhina E Hernandez
Wealth Management Client Associate
626.356.2039
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.
Daniel S Valenzuela is registered to do business in AZ, CA, DC, GA, IL, NC, NV, NY, TX, WA.