Mick Rognlien
,
Vice President, Wealth Management Advisor
NMLS #839373
1331 North California Blvd.
Walnut Creek, CA 94596
925.988.2194
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Accessible, knowledgeable and experienced, I am committed to building and maintaining a strong relationship with you. I am passionate about what I do and I bring that passion to helping you and your family make what may be the most important financial decisions of your lives.
Profile

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.

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.

Meet Our Professional Staff
Daniel Tang
Registered Wealth Management Client Associate
925.945.4886
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.
Samantha C Sylvester
Wealth Strategies Advisor
Grace Selva
Wealth Management Banking Specialist
Danielle N Jenne
Wealth Management Lending Officer
NMLS #855791
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.
Mick Rognlien is registered to do business in AZ, CA, IL, NC, NM, NV, OK, OR, TX.