Ralph AGOSTINI
Financial Advisor
900 Tahoe Blvd
Incline Village, NV 89451
775.413.6165
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I help people stay on track with their financial planning through major career or life transitions.
Profile

I'm a wealth advisor with a focus on helping people navigate major life or career transitions. Changing jobs, starting or selling a business, the birth of a child, divorce, or receiving an inheritance are all great times to start thinking about a long-term financial plan. I talk a lot with clients about controlling the emotional aspects of investing. My philosophy is that we should be passionate about our journey but never emotional about the day to day fluctuations of the market. I'm a big believer in putting together plans that are based on objective reasoning, filtering out the noise. My family and I love living at Lake Tahoe. We enjoy hiking the scenic mountain trails and relaxing at the lake in nice weather or the many snow-related activities in winter. It truly is a special place and we are proud to be involved in efforts to help keep the area beautiful. I am always happy to connect and learn about your story too.

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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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RALPH AGOSTINI is registered to do business in AZ, CA, FL, ID, MI, MT, NV, OR, TX, UT, WA.