Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
145 SOUTH STATE COLLEGE BLVD
BREA, CA 92821
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Barrett enjoys helping families plan, organize, and pursue their goals at every stage of their lives. Barrett has been in the financial services industry since 2007. He started at Bank of America then partnered with the NCD Group at Merrill Lynch Wealth Management in 2014. He graduated from California State University, Los Angeles where he majored in Business-Finance and minored in Economics. He is a marathon runner, an avid golfer, and a passionate Dodger fan. Barrett his wife, Darlene and Daughter Isabelle live in La Habra. They enjoy volunteering and giving back to their community through churches and different running organizations.
My Group is a wealth planning driven team whose mission is to work with families and business organizations to deliver customized solutions based upon the clients risk tolerance, time horizon, liquidity needs and overall investment goals. Our growth is created by the care, concern and commitment we show for our clients. Through a one-on-one relationship with an experienced financial advisor. We are committed to client needs, delivering the investment insights of Merrill while offering access to the banking convenience of Bank of America.|
Our philosophy is simple. Successful wealth management is built on a strategy that focuses on the big picture. By taking a long-term view and establishing deep and valued relationships with our clients, we can provide a comprehensive approach to wealth management.
Barrett is also a part of The Nakamura/Chen/Devens Group. The teams profile can be found at http://fa.ml.com/NCD
California State University System
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We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial
complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.