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Sukh Thiara, CFP® is an Assistant Vice President-Wealth Management Advisor in the Stockton, CA Merrill Lynch Wealth Management office. Sukh is a CERTIFIED FINANCAL PLANNER™ professional. Sukh joined Merrill Lynch Wealth Management in 2011. His focus is on developing strategies and recommendations for high-net worth individuals, their families and their businesses to help them meet their short and long term financial goals.
Sukh's approach to wealth management is consultative, objective and committed to excellence. First, he takes the time to listen and review client financial situations, preferences and goals. Second, he offers recommendations for asset allocations designed to accurately reflect each client's income and growth expectations. And third, he follows up with discussions covering a wide range of opportunities, including investments, retirement, and philanthropy. He also helps clients focus on estate planning issues and works with their advisors in developing their estate plan.
Sukh holds FINRA Series 7 and Series 66 registrations.
Sukh is a 1996 graduate of UC Davis with a B.A. in Biological Sciences. He earned a M.B.A in Finance from California State Hayward in 2003. He and his wife, Arvinder, live in Lodi with their two children.
English, Punjabi & Spanish
California State at Hayward
University of California at Davis
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