Robert Kochakian
Rob Kochakian is a Financial Advisor in our Andover, Massachusetts office, joining Merrill Lynch Wealth Management in 2016 after spending ten years with U.S. Trust and previously with Fidelity Investments. Rob works with individuals, families and businesses to develop a personalized and actionable wealth management plan and investment management strategy focused on achieving goals that are most meaningful to his clients.
Using a goals based wealth management process, his guidance helps identify life goals, make impactful financial decisions and simplify the complexity in their financial lives. He focuses in areas that include planning for retirement, funding children’s education, leaving a family legacy, corporate executive services, reviewing long-term care and insurance needs, and access to banking and lending solutions available through Bank of America.
At the heart of his philosophy is a passion to foster enduring relationships built on open communication, transparency and trust. Through his extensive knowledge and partnership with specialists, Rob assists clients in many aspects of their financial lives and is committed to help clients grow and preserve wealth, pursue their financial goals and deliver outstanding service.
Rob earned his M.B.A. from Babson College and received his B.S. degree in Computer Science from the University of Lowell. He is a CERTIFIED FINANCIAL PLANNER™ certificant awarded by the Certified Financial Planner Board of Standards, Inc. and holds the Certified Private Wealth Advisor® designation, awarded by the Investments & Wealth Institute™.
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.
