Rick Strand
,
Senior Vice President, Wealth Management Advisor
NMLS #632147
1331 North California Blvd.
Walnut Creek, CA 94596
925.945.4851
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Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  I can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.
Profile

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.    

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
Chris J Millis,

CRPC™

No Officer Title, Registered Senior Wealth Management Client Associate
925.946.3070
Steve Catton
Vice President, Senior Consultant
925.945.4846
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
Merrill
Veronica Lopez
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1019073
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
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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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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Richard Strand is registered to do business in AZ, CA, CO, FL, GA, HI, ID, IL, IN, KY, MD, MO, NC, ND, NV, NY, OH, OR, SC, TN, TX, VA, WA.