Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
3010 OLD RANCH PARKWAY
SEAL BEACH, CA 90740-2750
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Isabel joined Merrill Lynch Wealth Management in 2015. Today she takes a hands-on, goals-based approach to wealth management that focuses on helping clients address their needs and achieve their goals. Her disciplined wealth management process begins by sitting down to learn as much as she can about her clients.
In addition to understanding their assets and liabilities and how their portfolios are structured, Isabel asks about the goals they have for themselves and their families and the obstacles they foresee on the path toward those goals. She enjoys sharing the intimate moments in her clients’ lives, both positive and negative.
Isabel is also committed to helping companies service their 401(k) plans to meet the needs of both the company and its employees. She holds the Certified Plan Fiduciary Advisor (CPFA) designation. Isabel acts prudently and, in her clients’, best interest when making investment recommendations based on, among other things, their goals, investment objectives, risk tolerance, needs and circumstances.
Isabel earned her bachelor’s degree in Public Administration from California State University Fullerton and her MBA in Business Administration from Chapman University in Orange, California. She is a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., holds the Certified Plan Fiduciary Advisor (CPFA) designation and a member of the Certified Financial Planning Association and the National Association of Plan Advisors. Isabel resides in Orange, California.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
California State University System
Esperanza High School
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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.
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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.
complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.