Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Aaron joined Merrill Lynch in 2017 and has been in the financial services industry since 2014. His focus is on developing strategies and providing advice for individuals, their families and their businesses by understanding their short- and long-term financial objectives. Aaron believes our wealth management philosophy is different, because he places the investor at the center of our focus not the market. Using an understanding of your life as a foundation, he will recommend appropriate financial strategies designed to help you pursue your goals, assist you as you track progress towards them and work with you to adjust your strategy over time as needed. When you succeed, he succeeds.
Aaron provides access to the investment insights of Merrill Lynch and banking convenience of Bank of America to help address the various aspects of clients’ financial lives. He is driven by his passion for delivering excellent service and helping clients pursue their goals.
Aaron is a graduate of the University of Hawaii at Manoa with a bachelor's degree in Economics. He follows the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives his interest in spending time volunteering with organizations in our community. He is enthusiastically involved with volunteering and fundraising for organizations such as Miracles for Kids, the Surfrider Foundation and other volunteer work. Aaron resides in Costa Mesa and enjoys cooking, hiking, playing guitar and piano, and golfing in his free time.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
University of Hawaii at Manoa
Orange Coast College
Foothill High School
Learn more about the highly engaging podcast series from Merrill Lynch
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Senior Wealth Management Lending Officer, NMLS #637450
Vice President, Retirement Plan Specialist
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
There is no substitute for a one-on-one relationship with a Merrill Lynch financial advisor committed to your needs – a caring advisor who can leverage the investment insights of Merrill Lynch and access to the banking convenience of Bank of America to help clients face today’s financial and economic landscape. 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 strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy 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.