Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Raneeta was born and raised in the beautiful islands of Fiji. She and her family migrated to the States at her early age to pursue the" Land of Opportunities". Since then, Raneeta has resided in Sacramento CA. She completed her bachelors in Biological Sciences to fulfill her desires to explore the universe of science. While completing her undergraduate, Raneeta started working for Wells Fargo Bank, where she fell in love with the business world and developed her passion to help people succeed financially. Raneeta truly enjoys speaking to anyone she comes across, and also makes it her priority to make a difference in their lives. She furthered her knowledge in business as she completed her MBA in 2018.
Raneeta's true passion is to help her clients meet their financial goals. She began her financial services career in 2014. At Merrill Lynch Wealth Management, she explores different life priorities of her clients including family, home, work, health, leisure, giving, and finance that drives their short- term and long-term goals. As a Financial Advisor Raneeta assists clients by helping them manage their wealth to meet their individual needs. Raneeta focuses on offering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helps to ensure every potential solution is grounded in understanding what each client wants to achieve. She places her clients in the center of everything.
Raneeta focuses on all types of wealth management planning including cash management for personal and business, planning for future generation such as educational plans, management of retirement plans, and legacy planning. She also have a passion for animals and takes great pride in helping the Sacramento Society of Prevention of Cruelty of Animals (SPCA), and supports the Sacramento LGBTQ Community. She enjoys hiking, traveling, and family time including her fur-babies, Aariya and Shiv.
Hindi & English
University of California, Merced
University of Phoenix
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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.
Senior Wealth Management Lending Officer
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
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.