Courtland Mulliken
,
Senior Vice President, Wealth Management Advisor
2998 Douglas Blvd
Roseville, CA 95661
916.878.3162
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.
Profile

Court brings over 15 years of technical industrial experience with two primary areas of focus: Wealth Management and Corporate Retirement Services. Wealth Management includes individualized financial, estate, investment advisory, and cash management services to a select group of affluent clients. Corporate Retirement Services includes Qualified and Non-Qualified deferred compensation plans, concentrated stock and option plans, business succession planning, and cash management.

Court graduated from the University of Colorado, Boulder where he attained dual degrees in Chemistry and Mathematics. He later joined the US Navy as a Submarine Officer and spent over 10 years in active and reserve service. After his Naval experience, Court has worked in both the Semiconductor Equipment Manufacturing and Medical Device Manufacturing industries.

Court has earned a Chartered Financial Analyst® (CFA®) designation and is a member of the CFA® society of Sacramento. He has also earned the title of Wealth Management Advisor (WMA), and the Chartered Retirement Planning Counselor, CRPC®, Chartered Retirement Plans Specialist, CRPS® and Certified 401(k) Professional (C(k)P®) designations. Court lives in El Dorado Hills, California, with  active member ofhis wife, Taira, and is an the community.









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
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
CRPC™ and Chartered Retirement Planning Counselor™ and CRPS™ and Chartered Retirement Plans Specialist™ are registered service marks of the College for Financial Planning.
Courtland Mulliken is registered to do business in AZ, CA, CO, DE, FL, GA, HI, ID, KS, NC, NM, NV, NY, OR, PA, SC, SD, TX, UT, WA.