Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Christina is dedicated to providing clients with the finest individually tailored approach to investing and risk management. Since joining Merrill in 2004, Christina assists a select group of affluent clients in investment management, tax and estate planning services, retirement as well as wealth preservation. Drawing on her experience and Merrill's global resources, Christina develops customized strategies to address the complex needs of clients with substantial wealth based upon their risk tolerance, time horizon, liquidity needs and overall investment goals. Together with the support of a team of Specialists, Christina offers clients a vast range of services including: goals-based portfolio management, access to banking and credit solutions through Bank of America, N.A., retirement and estate planning services, life insurance, and a full complement of wealth preservation and wealth transfer services. Her goal is to be an essential resource to assist clients in achieving their long-range financial goals.
Christina is a qualified portfolio advisor, who in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill Lynch Wealth Management or approved third-party investment managers' strategies, funds or portfolios.
Christina graduated from the University of Southern California with a bachelor's degree in communication and master's degree in business administration through USC's Executive MBA Program. Her financial industry licenses and registrations include: FINRA Series 7, Series 66 Registrations, California Life Insurance license. She has received the Chartered Retirement Planning Counselor℠ designation through The College for Financial Planning (CRPC®).
Christina resides in Altadena, CA with her husband and two young daughters. She enjoys spending time with her family, traveling, skiing, hiking, cooking and giving back to the local community.
University of Southern California
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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.
UHNW Insurance Specialist
Bank of America, N.A.
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
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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.