Stanley Cheung

Vice President, Senior Financial Advisor
NMLS #558137

4900 Hopyard Road
Pleasanton, CA 94588
Learn more about an advisor's background on
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.

Stan has been in the financial services industry since 1990 and joined Merrill Lynch Wealth Management in 1993. Stan has been awarded the designation of Chartered Retirement Planning CounselorTM by the College for Financial Planning Institutes Corp. Stan works closely with his clients and their families to develop a plan to help meet their financial needs and goals during the various stages in their lives.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.

About Me

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.

Meet Our Professional Staff
Marie M Cheung
Officer, Wealth Management Client Associate
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.
Samantha C Sylvester
Wealth Strategies Advisor
Bank of America, N.A.
Stephen M Grobecker
Retirement Specialist
Bank of America, N.A.
Cory Slattengren
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #633512
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.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
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.
Stanley Cheung is registered to do business in AZ, CA, CT, FL, GA, HI, ID, KY, ME, NC, NV, NY, OR, TX, WA.