Zen Isoda is a Senior Financial Advisor who focuses on retirement planning strategies. He works with clients and helps them establish long-term financial goals and advises them on wealth accumulation, preservation, and transfers through individually customized financial strategies. These strategies include portfolio development, liability management, tax minimization, and asset preservation with a specific emphasis on helping to assure a lifetime retirement income stream. Zen conducts regular reviews with clients and tracks progress toward reaching goals while keeping strategies consistent with any changes that may take place in life. Zen has a strong commitment to develop a strong relationship with each client and to help them achieve their financial goals. Zen also provides strategies for cash management, credit, and lending through Bank of America, N.A.

Zen started working in the financial services industry in 1985 and received his MBA from the University of Chicago Booth School of Business (formerly the University of Chicago GSB) in 1991. He joined Merrill in 1999.
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.