Elena G Popova
,
Senior Vice President, Wealth Management Advisor
555 California St
San Francisco, CA 94104
415.527.8499
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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

Perspective matters. As your wealth becomes more significant, the decisions you face become more involved. Having an additional perspective on those decisions can expand your opportunity set and alert you to potential pitfalls.

Trained as an engineer, I bring a distinctive perspective to managing and stewarding your wealth. I continually look for ways to optimize your situation-to do things smarter, better, and more efficiently. At the same time, I enjoy connecting deeply with you and your priorities, recognizing that life does not always square neatly with facts and numbers. Bridging both sides-mind and heart, rationality and intuition-comes naturally to me.

I serve as a Merrill Wealth Management Advisor to individuals, couples, and families. I work well with decision-makers: people who recognize value in moving beyond "business as usual" to pursue what is best for themselves, their companies, and their loved ones. My team and I have particular depth advising business owners, professionals, and executives. I believe these clients see my work as integral to their decision-making process, saving them precious time and connecting them to new ideas.
Complexity does not daunt me. I am a problem solver. I like to unwind intricate situations, helping clients chart a clear path toward their objectives. Clients look to me for assistance with sophisticated needs-preparing a business for sale, diversifying a concentrated portfolio, structuring a long-term legacy, or financing a luxury good acquisition. I support my clients with the knowledge and insight I have gained from serving a demanding and accomplished clientele.

WHAT YOU CAN EXPECT FROM ME:
I am restless in my efforts to enhance your situation.
I will bring you a new perspective on the issues you care about.
I understand your time is precious; I will not waste it.

I enjoy connecting with dynamic and interesting people. Reach me directly at elena_popova@ml.com, 415-676-2609.

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.

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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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.
Elena Popova is registered to do business in AZ, CA, CO, CT, DC, FL, IL, LA, MD, MN, NC, NV, NY, OR, SC, TX, VA, WA.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.