The Coburn Team Team Photo

The Coburn Team

Merrill Lynch Wealth Management
1331 North California Blvd.
Suite 400/700
Walnut Creek, CA 94596
(925) 945-4854
Learn more about an advisor's background on
Accessible, knowledgeable, and experienced, our team is committed to understanding your life priorities and developing customized, tailor-made financial strategies based in strong client relationships. It’s not just about markets and returns—it’s about what matters most to you.
The Coburn Team
Merrill Lynch Wealth Management
Welcome

The Coburn Team's mission is to help you reach your greatest goals, while being mindful of your values. In taking the time to ask the hard, smart questions and listen carefully to your responses, we acquire a detailed understanding of where you are today, and where you’d like to be in the future. We serve a select group of dynamic individuals with potentially complex financial circumstances and little time to devote to managing their own financial affairs. Our typical clients include the following individuals and their families:

  • Corporate Executives
  • Business Owners
  • Professionals

Our approach places you, rather than the market, at the center of the wealth management process. We accomplish this through collaboration, commitment, and a dedication to focusing on the following shared ideas and resources:

Education: We emphasize the value of knowledge and strive to equip families and individuals with an understanding of the wealth management process that allows them to make prudent decisions about their financial futures. The Coburn Team makes financial information accessible, in turn empowering our clients to stay focused on their goals and avoid influence from extraneous financial pundits and media outlets.

Planning: We’ll help you design, implement, and review a customized wealth management strategy that helps you and your family pursue your personal financial goals. In drawing upon Merrill's extensive network of resources and working closely with your estate planners and CPAs, our team is able to help ensure your overall financial life is functioning efficiently and effectively.
 
Socially Responsible Investing: The Coburn Team is committed to investing in a way that balances financial return, social good, and each of our client’s particular values. Merrill Lynch Wealth Management is at the forefront of Socially Responsible Investing (SRI); we draw upon our firm’s strength in this field to help our clients invest in strategies that align with what they care about. ­



*Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.  

Videos
How To Raise Financially Savvy Children- check out this event!
Recognition
Lee Coburn
Managing Director, Wealth Management Advisor
Forbes "America"s Top Women Wealth Advisors", 2021
(Published on March 24, 2021. Rankings based on data as of Sept 30, 2020.)
Forbes "Best-in-State Wealth Advisors", 2021-2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "America’s Top Women Wealth Advisors Best-in-State", 2022
(Published on February 4, 2022. Rankings based on data as of Sept 30, 2021.)
Working Mother/SHOOK Research's "Top Wealth Advisor Moms", 2021
(Published on October 12, 2021. Rankings based on data as of Mar 31, 2021.)
Forbes "Top Women Wealth Advisors Best-in-State", 2023-2024
(Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year.)
About Us
Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.

Monday, May 13th 2024| 5:00 PM PST
Update on the Markets and Discussion on Sustainable Investing in 2024

You are invited to join an update on the Global Markets and Sustainable Investing.

Our Keynote Speaker, Joe Quinlan – Chief Market Strategist for Bank of America, will provide an

update on the Global Markets & Economy, direction of interest rates and discuss what the next

Presidential election could mean for your portfolio.

Our Panel Discussion will explore the impact of sustainable investing and how environmental, social and

governance (ESG) data may provide insights to help reduce risk while seeking a competitive performance.

Click Here to Register.

Meet Our Team
Lee Coburn,

CFP®,CSRIC®

Managing Director, Wealth Management Advisor
925.945.4854
Brian Coburn,

CRPC™

Financial Advisor
925.945.4834
Robert K Hanlein,

CRPC™

Assistant Vice President, Investment Management Specialist
925.945.4874
Karin Anderson
Wealth Management Client Associate
925.988.2104
Christina Le
Wealth Management Client Associate
925.988.2103
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.
Grace Selva
Wealth Management Banking Specialist
Veronica Lopez
Wealth Management Lending Officer
NMLS #1019073
David Rubalcava
Wealth Strategies Advisor
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
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 SRI Counselor™, CSRIC®, and the CSRIC® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
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.