Richard Strand is a Senior Vice President and Wealth Management Advisor at Merrill. Richard works with individuals, families, business owners and foundations. With over 25 years of experience at Merrill, Richard is focused on providing clients with customized financial and wealth management strategies. He strives to give clients the highest level of excellence and professionalism, while leading them on a path to help attain their financial goals.
Richard guides clients in all areas of the wealth management process including retirement planning, tax minimization, portfolio construction, liability management and estate and asset preservation. Drawing on his experience and a network of specialists, Richard leverages these resources to bring a customized strategy to clients and their families.
He obtained his MBA in Finance from St. Mary's College in Moraga and completed his undergraduate degree from Chico State University also in Finance. In his professional career, Richard has obtained the Certified Investment Management Analyst® (CIMA®) and Chartered Retirement Planning Counselor, CRPCTM designations.
Richard resides in Alamo, California with his wife Erin, whom he met in college, and has three children: Courtney, Kelly and Kevin. He is actively involved in the community and has been coaching youth sports for many years. He enjoys running, biking, skiing, and when he has time, to hit a few stray golf balls.
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.
CRPC™
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.
