Mario Gonzalez
| My goal is to connect you with the people, plans, and processes that best fit your unique ambitions. I help you pursue personal goals such as funding your children’s education, ensuring your retirement lifestyle and health care needs are covered, and creating a personalized strategy to achieve your family’s long-term objectives. Everything I do is guided by your perspectives and priorities. I strive to bring simplicity and transparency to the complexities of investing, transforming wealth planning from an intimidating task into an exciting journey toward achieving your goals. |
|---|
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
