Gage is a Wealth Management Advisor with Merrill Lynch Wealth Management in Honolulu, HI. Gage holds the Chartered Financial Analyst® (CFA®) designation; the Chartered Alternative Investment AnalystSM (CAIASM) designation & the CERTIFIED FINANCIAL PLANNER™, CFP® certification, a designation awarded by the Certified Financial Planner Board of Standards, Inc.. Gage is 1 of only 3 advisors within the Merrill Lynch Wealth Management Division’s 15,000+ advisors to have achieved all 3 of these industry leading designations. He has been a financial advisor for over 15 years with Merrill & has over 18 years of investment experience.
By focusing on the specific situations and goals of the clients he works with, Gage builds deep and valued relationships. He works with individuals, families, senior-level executives, business owners, institutions, endowments, and estates. Providing clients with financial and wealth strategies; cash management; transitional services; the construction, management and reporting of customized investment portfolios; wealth preservation and transfer; retirement income planning; mortgage & other lending solutions; estate planning services and concentrated stock strategies.
Gage graduated from Bates College, where he received his Bachelor of Science degree in Economics & wrote his thesis on alpha generation in the stock market. Locally, he is an Iolani School graduate where he was fortunate to be a part of 2 basketball state championship teams. He lives in Hawaii Kai and enjoys coaching youth basketball/soccer and spending time with Raylyn (wife), Ramsey (son), Raya (daughter), Ryan (daughter) & Rory (daughter).
NMLS# 510564
*Banking and Lending Services are through Bank of America, N.A.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
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.
