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Pleasanton, CA
Merrill Lynch Wealth Management Office
4900 Hopyard Road
Pleasanton, CA 94588
925.227.6600
925.227.6600
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Welcome to the Pleasanton, CA branch. This collaborative network allows us to draw on each other’s diverse experiences so we can offer investing insights, perspectives, skills and wealth planning strategies that have been designed to help you and your family lead the lives you desire.
Pleasanton, CA
Merrill Lynch Wealth Management
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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.
CAP® and Chartered Advisor in Philanthropy® are the property of The American College, which reserves the sole rights to its use, and are used by permission.
Investments & Wealth Institute® (the Institute) is the owner of the certification marks “RMA,” and “Retirement Management Advisor.” Use of RMA, and/or Retirement Management Advisor indicates that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
Accredited Asset Management Specialist™, AAMS™, and the AAMS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.