Tom Mayea Financial Advisor Palos Verdes

Tom Mayea, CPFA

Assistant Vice President
Senior Financial Advisor

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Merrill Lynch
Wealth Management

Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.

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Insights, observations, and ideas to help you in your pursuit of your financial goals.

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My team and I can help you define your financial goals and pursue what matters most to you and your clients.

How we help clients prepare for the joys and challenges of retirement.

Merrill Personal Wealth Analysis® can help us build and document your personalized plan, centered on your goals and focused on what you want to achieve.

Profile

FOCUS
I help individuals, families, and business owners who are building towards a work-optional lifestyle. By working side-by-side together with you, we will develop a plan that will help you achieve your dream of financial independence. Whether your dream is to retire as soon as possible, step away from running your business, or just having the knowledge that you can quit your job and be “OK” financially, I can help.

Within our practice we have a division that focuses on the specific - often complex and unique needs of successful business owners that include - lending, risk management, exit and transition planning. Our team’s experience working with privately held business owners has contributed to our ability to help our business owner clients develop a comprehensive plan designed to reach their goals.

Helping you achieve your financial goals and dreams is my passion. When you have less stress about your finances you can focus more time on the things and people that matter most to you.

Using a process, refined over a decade, I provide you with targeted, customized financial advice and wealth management – delivered with the highest level of personal service and professional integrity.
 
BACKGROUND AND EXPERIENCE
After graduating from the University of California at San Diego with a degree in Economics, I moved back to the Los Angeles area. Since 2006 I have helped clients address their financial concerns and developed a process that emphasizes each individual’s specific needs. With extensive experience throughout major shifts in the markets, I have dedicated my career to delivering the personalized investment planning services my clients deserve. 

My process is dedicated to helping successful individuals, families, and business owners develop financial strategies that line up their needs, goals, and risk tolerance. I assist each one of my clients plan for the future in a way that helps meet his or her individual needs. I use a holistic approach and if a working relationship is developed, I can work with you and your family to help achieve your goals.

AWAY FROM THE OFFICE
I enjoy nothing more than spending time with my family and friends. In the summer, I spend most of my time near the beach, on the golf course, or traveling abroad. During the winter months, you will find me snowboarding the local mountains or with friends in Colorado. I also enjoy reading, playing guitar, and living in the city of Cypress. I am fluent in English & Spanish.

*Lending Services are through Bank of America, N.A.

  • LANGUAGES

    English & Spanish

  • EDUCATION

    University of California System

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Approach

Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, I start by listening to learn more about you and your family.

Capabilities

Merrill’s process is designed to help deliver a customized, comprehensive experience to assist you not only in wealth accumulation and preservation, but in areas that go beyond investments. Providing you with access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking and lending solutions of Bank of America offers a way to help you manage all of the pieces of your financial life. Working one-on-one with a Merrill advisor means you have a single point of contact to help you with potential strategies for transferring wealth to the younger generation.

Focus On Individuals, Families and Small Businesses

I believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. Whether you’re planning your retirement, saving to buy a home or funding a child’s education, the process begins by getting to know you and how you feel about the following:

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring others and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together and defining your financial goals

Success will be measured by the amount of progress you are making toward reaching your goals, making thoughtfully considered adjustments as events and conditions warrant.

This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

Philosophy

I believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, I will work with you to develop an approach designed to help address your financial needs.

Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you’d like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Staying on Track

We understand that both your life and the financial markets can change over time. By 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.



Reviews to help you
stay on track

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.



    Changes in your life
    and to your goals

    Your life and goals change. As these changes occur, we can update your approach to reflect them.

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      Let’s Have a Conversation

      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.

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      4 Big Retirement Risks - and How to Prepare for Them

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      Why Merrill?

      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.


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      We put you first, every day.
      Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

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      Transcript of Video 

      No question too big or moment too small
      For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.


      The Power of the Right Advisor®
      Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      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.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.