The CAL Group - Merrill Lynch Financial Advisor

Financial Advisor, Merrill Lynch

The CAL Group

Global Wealth Management


2220 DOUGLAS BLVD
Suite 240
ROSEVILLE, CA 95661

Phone: (916) 774-8033
Email:

Directions to Branch

PROFESSIONAL STAFF

(916) 774-8033 Resident Director
(916) 774-8017 Vice President
(916) 774-8025 Vice President
(916) 774-8031 Financial Advisor
(916) 774-8001 Registered Client Associate
(916) 774-8026 Registered Client Associate

PROFESSIONAL PROFILE

The CAL Group is a Private Wealth Advisory team based in Roseville, California.

We have provided financial advice and wealth management services for more than 65 combined years. Each member of The CAL Group has one or more of the following licenses: Series 7, Series 8, Series 63, Series 65, Series 66, Certified Financial Manager, Certified Financial Planner©, a certification awarded by the Certified Financial Planner Board of Standards, Inc., and Certified Retirement Planning Counselor.

We have extensive experience assisting the Firm's high-net-worth clients with wealth transfer, business services, retirement and estate planning issues, private money management, hedge strategies and concentrated stock strategies.

Our clients are comprised of affluent families, corporate executives and successful business owners who value the integrated strategic approach we bring to the relationship.

The CAL Group is committed to the community as each member serves on one or more boards including The Easter Seals, SARTA, The Sacramento Philharmonic and The Sacramento Ballet.

Team members live in Granite Bay, Loomis, Roseville, Sacramento, El Dorado Hills with their families.

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Client Commitment

Our most deeply held principle at Merrill Lynch is that clients come first, and our team is proud to be part of that tradition. To help you meet your financial objectives and build your wealth, we first listen to your personal goals, and then offer effective approaches to achieve them. At Merrill Lynch, we have unparalleled resources that include planning expertise, investment strategies and state-of-the-art technology designed to streamline any financial picture. Let us put them to work for you.

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John Allen is registered to do business in: AK, AZ, CA, CO, DC, GA, IN, MI, MN, MO, NJ, NM, NV, NY, OH, OR, PA, TX, UT, WA

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Andrew Cloninger is registered to do business in: AK, AZ, CA, CO, DC, GA, IN, MI, MN, MO, NJ, NM, NV, NY, OH, OR, PA, TX, UT, WA

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