Mick Rognlien,
Vice President, Wealth Management AdvisorNMLS #839373
I would describe myself as passionate. I'm constantly in motion, and whether it's working with clients or spending time with family, I do it with energy and enthusiasm.
As a Wealth Management Advisor, I focus on helping clients pursue meaningful goals and achieving outcomes. My aim is to understand each clients personal situation and circumstances intimately so that we can create a strategy customized to their goals and priorities. My service model includes proactive collaboration and consistent communications, including face-to-face meetings at my clients home or location of choice.
Mick began his career in Financial Services in 1998; he is a CFP® professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Mick has also earned the Chartered Retirement Planning Counselor™ designation. He obtained an MBA from Saint Mary’s College of California and a BA in Sociology from San Diego State University.
Outside of the office, Mick is active with community fundraising efforts, coaching, and spending time in the hills mountain biking and hiking. Mick and his wife Noreen reside in the East Bay with their two sons.
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.
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.
