Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Pina focuses on the development and maintenance of prudent investment strategies to help clients pursue their objectives. She has been offering a wide range of financial strategies and portfolio management solutions to retirees, individuals, affluent families, corporate executives and businesses to help grow, create wealth, and preserve, and plan for the distribution of wealth in the most tax-advantaged manner for over 25 years.
As a CERTIFIED FINANCIAL PLANNER (CFP) professional, Pina develops comprehensive wealth management and estate planning strategies for clients to use as a roadmap for pursuing their targeted goals. In addition, she holds the Chartered Retirement Planning Counselor (CRPC) designation, which enables her to focus on the pre-and post-retirement needs of her clients. Pina is also a licensed life insurance and long-term care insurance agent and holds series 7 and 63 FINRA registrations.
By developing well-thought-out wealth management solutions, Pina can help lead her clients toward greater opportunities based upon their risk tolerance, time horizon, liquidity needs and overall investment goals. Her disciplined process helps her clients define a vision of their future, making it possible for them to achieve their goals for their families and businesses utilizing a thorough wealth management plan. Pina takes a hands on, holistic approach to wealth management and addresses her client’s current financial situation, interim goals, and long-term investment strategies.
She also focuses on assisting domestic partners & LGBTQ clients.
Her community involvement include Cope Family Center, LGBTQ Connection Napa, Sons of Italy, Napa School of Music, Lambda Legal, Human Rights Campaign, Alzheimer’s Association, and the Human Society.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Arizona State University
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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.