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Robles & Associates
Merrill Lynch Wealth Management
90 South E Street
Floor Gr
Santa Rosa, CA 95404
(707) 254.4675
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Even if you think there’s plenty of time before retirement, we believe it's always the right time to meet with an experienced financial advisor from Robles & Associates to discuss your personalized retirement strategy.
Robles & Associates
Merrill Lynch Wealth Management
Welcome

Our 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. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.

Recognition
Eric Gonzales
Senior Vice President, Senior Resident Director
Forbes "Best-in-State Wealth Advisors", 2022-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
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
Approach

Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

Meet Our Team
Oscar Robles,

CPFA™

Assistant Vice President, Resident Director
707.575.6374
Eric F Gonzales
Senior Vice President, Senior Resident Director
707.254.4606
Francis Abella,

CPWA®

Vice President, Senior Wealth Planner
707.254.4655
Suzanne Diaz Perez
Wealth Management Client Associate
707.254.4621
Patrisia Ruiz Contreras-Vigil
Registered Wealth Management Client Associate
707.254.4688
Pauline Casenas
Officer, Wealth Management Client Associate
707.254.4683
Elizabeth Francis
Wealth Management Client Associate
707.254.4680
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.
Michael Dehl
Wealth Management Banking Specialist
Merrill
Danielle N Jenne
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #855791
David Rubalcava
Wealth Strategies Advisor
Bank of America, N.A.
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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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.