Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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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We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage 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 strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy 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.