Ting & Associates

Merrill Lynch Wealth Management

101 South Ellsworth Avenue
Suite 400
San Mateo, CA 94401
(650) 579-3023
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Ting & Associates believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
Ting & Associates
Merrill Lynch Wealth Management
Welcome

At Ting & Associates, we have noticed that one of the most interesting things about working with affluent clients is this: the focus is seldom on counting dollars and cents. It's about what those dollars can do. The lifestyle they provide, the businesses they build, the opportunities they foster. Helping clients to make their choices takes insight, understanding and a long-term commitment to their point of view.

We believe that's why families who could take their resources anywhere consider choosing Ting & Associates for dedicated wealth management. We have a diverse and cosmopolitan clientele—entrepreneurs, entertainers, athletes, tech gurus, top executives, and leaders in real estate and agribusiness. We work with clients from Silicon Valley to Napa Valley, from Market Street to Wall Street, from our office to wherever your life takes you.

Ting & Associates can offer advice and guidance on different facets of your financial world—how you invest, your income and revenue streams, your businesses and property, retirement, and how you can build a foundation for generations that follow.

We are committed to being there to help you map your path, focus on your goals and invest with tomorrow in mind. No matter where you are on your journey, we are ready to guide you—every step of the way.

Recognition
Jeffrey Ting
Managing Director, Wealth Management Advisor
Forbes' "Best-in-State Wealth Advisors" list in 2018, 2018
(Published on February 15, 2018. Rankings based on data as of June 30, 2017.)
Forbes "Best-in-State Wealth Advisors", 2018-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Show more recognition
Ting & Associates
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Managing Wealth

Wealth management based on your goals. Focused on you.

On the surface, it seems rather simple—manage assets and resources in pursuit of a goal. However, if you're like most of the clients we serve at Ting & Associates, you have a more complex array of objectives and agendas demanding your time, attention and wealth.

Our approach to goals-based wealth management seeks to tie together your entire financial outlook—income, expenses, investments, debt, business interests, real property—in one strategy. We start by:

Analyzing your current revenues, expenses and investment holdings
Considering your objectives for each area of your financial life—family, business, retirement and wealth transfer
Estimating the potential impact of taxes, inflation and market upheavals on your portfolio
Our intent is to give you a sharp, clear picture of how the elements of your financial life work in relation to each other and to develop an integrated strategy.

A generational approach to family wealth

Because we work with multiple generations and their diverse objectives and interests, we are accustomed to using our skills and experience to help clients balance wealth preservation and risk management with broad aspirations and far-reaching goals.

Meet Our Team
Jeffrey Ting,

CFP®, CIMA®, CPFA™, CRPC™

Managing Director, Wealth Management Advisor
650.579.3011
Jason Ting,

CIMA®, CPFA™, CRPC™

Managing Director, Senior Financial Advisor
650.579.3023
Charles Phelps
Senior Vice President, Senior Financial Advisor
650.579.3091
Cary Koh,

CPFA™

First Vice President, Senior Financial Advisor
650.579.3097
Raymond Lau
Vice President, Senior Consultant
650.579.3083
Monica Park,

CRPC™

Assistant Vice President, Wealth Planner
650.579.3092
Emily Tran,

CRPC™

Assistant Vice President, Business Manager
650.579.3008
Linda Huynh
Registered Senior Wealth Management Client Associate
650.579.3040
Christie D Cornejo
Wealth Management Client Associate
650.579.3012
Elizabeth Lomeli
Officer, Wealth Management Client Associate
650.579.3088
Enrique Bonaparte IV
Wealth Management Client Associate
650.579.3049
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.
Stephen M Grobecker
Retirement Specialist
Bank of America, N.A.
Vinayak Riyat
Wealth Management Banking Specialist
Merrill
Merrill Lynch Logo
Kimberly Dunne
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #637506
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.
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.
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.