Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
- Insurance3
Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.
Barron’s America’s Top 1,200 Financial Advisors:State-by-State 2013
Barron’s America’s Top 1,200 Financial Advisors:State-by-State 2013
Barron’s Top 1,200 Financial Advisors in 2014, 2015, and 2016
Kirk Taniguchi grew up in Hawaii and offers access to the investment resources of Merrill Lynch Wealth Management and banking convenience of Bank of America to help clients address the various aspects of their financial lives.
He has been in the financial services industry since 1995 when he started working for Merrill at their New York City global headquarters after graduating from business school. He joined the Merrill office in Honolulu in 2001.
Kirk holds a bachelor’s degree in Economics from Occidental College and a Master's degree in Business Administration (MBA) from Columbia University.
In 2013, Kirk was named one of "America's Top 1,000 Financial Advisors" by Barron's. In 2014, 2015 and 2016, Kirk was named one of "America's Top 1,200 Financial Advisors" by Barron's. He earned his Certified Investment Management Analyst (CIMA) designation in 2004.
*Source: Barron's "America's Top 1,200 Financial Advisors: State-by-State" list, March 7, 2016. For more information about the selection criteria, go to Barron's Top Financial Advisors page. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. Years prior to 2014, this list consisted of 1,000 Advisors. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.
Barron's "Top 1,000 Advisors State by State" in 2013
Barron's "Top 1,000 Advisors State by State" in 2013
Barron's 2016 America's Top 1,200 Financial Advisors
Barron's 2016 America's Top 1,200 Financial Advisors
Columbia University
Occidental College
English
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.
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. |
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