Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Alisa J. Chanpong is a Senior Vice President and Wealth Management Advisor with Merrill Lynch. She has been with the Firm since 1999 and is a graduate of the University of Southern California, earning her B.S. Degree in Business Administration with emphases in Entrepreneurship and Business Communication from the Marshall School of Business in 1994.
Throughout the course of her career, Alisa has achieved several professional designations; including the Chartered Retirement Planning CounselorSM designation through the College for Financial Planning. She also holds the Series 7, 66, and 31 FINRA Registrations.
Alisa is passionate about her work. Her commitment to clients’ personal goals and dedication to their best interest is what makes her an outstanding Advisor. Alisa and her team, here, at Merrill Lynch focus in working with affluent individuals, their families and closely held businesses. Her areas of emphases are on asset allocation, investment management, retirement income, wealth transfer planning and overall strategy development.
Her objective is to be an “essential Advisor,” to clients by offering creative financial solutions that are based upon clients' risk tolerance, time horizon, liquidity needs and overall investment goals. As a result, clients are more equipped to smoothly navigate through life’s transitions, while keeping on track to achieve their personal life goals. In addition to providing customized investment advice, she implements financial strategies which include detailed wealth and retirement outlook analysis' for clients so they can see their whole financial picture from a planning perspective. This planning analysis helps clients to make important investment and life decisions based on a combination of planning details and not just their investments.|To provide and execute customized recommendations for clients’ planning and investment needs, Alisa works closely with a team of internal specialists to help ensure that clients have access to the highest degree of advice. These Specialists focus on the areas of Wealth Management Banking (which include Residential lending and Commercial Banking through Bank of America,N.A), Structured and Commercial lending, Trust and Estate Strategies, Insurance, Annuities, Long-term care, Commercial Banking and Personal/Corporate Retirement Plans. Alisa also partners with your trusted tax and legal advisors to help ensure a coordinated approach to wealth management and preservation.
She lives with her husband, J.P. Amateau, who is an Executive Chef and Restaurant Food Consultant. His creative talent has been featured on The Food Network’s Emeril Lagasse’s “The Originals with Emeril” and Oprah Winfrey Network’s top rated Canadian television show “Anna & Kristina’s Grocery Bag”. Together they have two young daughters, Lily and Ella. Additionally, Alisa also has two siblings, Robert and Christina Chanpong, who are also experienced Financial Advisors with Merrill Lynch in the Pasadena Office.
In her spare time, Alisa enjoys traveling with her family and considers herself a “foodie”. She is an active member of the Tournament of Roses in Pasadena, Pasadena Showcase House for the Arts and The Trojan League of Los Angeles.
Alisa can be reached at 626-304-3954 or by email at firstname.lastname@example.org
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
English & Thai
University of Southern California
We along with your tax professional can help you understand how it might affect your investment strategy
Supported by the global resources of Merrill Lynch, 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 Financial Advisor if you have questions about how a specialist might be able to assist you.
Senior Wealth Management Lending Officer, NMLS #637495
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.
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 give you peace of mind* that you're on track to help 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.
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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. 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.
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.
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Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, 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.