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Edward L Malicdem
Senior Vice PresidentSenior Resident Director - Wealth Management Advisor
Merrill Lynch
Wealth Management
What matters most to you matters most to me. Whatever your personal goals may be, I will work with you to develop a customized financial strategy designed to help you pursue what’s most important to you.
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Profile
Edward Malicdem is a Senior Vice President and Resident Director - Wealth Management Advisor at the Pasadena, CA Merrill Lynch Wealth Management office. Along with his team, Ed works with a select group of families and businesses in developing wealth management strategies.
Ed understands that one of the biggest challenges for his clients lies in creating a dynamic and flexible wealth management plan, and he utilizes Merrill's time tested tools to aid clients in the pursuit of these goals. He is committed to understanding the specific situations of his clients and systematically reviews their progress to recommend adjustments. Ed also focuses on tax minimization strategies as part of his retirement and estate planning process.
Additionally, Ed works closely with his clients’ other advisors including their attorneys, CPA’s, and key family members, allowing him to focus holistically on his clients’ total financial picture. Addressing estate planning issues is generational; therefore, Ed believes it is imperative to bring all key parties together to ensure proper estate succession.
Ed is a native of Southern California and graduated from La Salle High School in Pasadena. He earned dual degrees in Political Science and History at UC Berkeley, before studying law at Whittier College School of Law and ultimately transitioning into the area of financial services. Ed currently resides in Eagle Rock with his wife, Monique, and has two adult children, Maddy and Michael. Deeply committed to his local community, he serves as the President for the Board of Trustees at Search to Involve Pilipino Americans and is active in his local parish, St. Dominic’s. In his leisure time, Ed enjoys travel, attending theatre and sporting events.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
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LANGUAGES
English
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EDUCATION
La Salle High School
University of California at Berkeley
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