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Merrill Lynch
Wealth Management
Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile
Kirk Taniguchi grew up in Hawaii and offers access to the investment resources of Merrill Lynch Wealth Management and banking services of Bank of America to help clients achieve their financial goals.
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. He earned his Certified Investment Management Analyst (CIMA) designation in 2004.
In 2013, Kirk was named one of "America's Top 1,000 Financial Advisors" by Barron's (Published on February 18, 2013. Rankings based on data as of September 30, 2012). In 2014, 2015 and 2016, Kirk was named one of "America's Top 1,200 Financial Advisors" by Barron's (Published annually in March. Rankings based on data as of September 30 of prior year.).
*Source: The Barron's "America's Top 1,200 Financial Advisors: State-by-State" list, published annually in March. Rankings based on data as of September 30 of prior year. The Barron's "Top 1,200 Financial Advisors" ranking considered advisors with a minimum of seven years financial services experience and who have been employed at their current firm for at least one year. This is a list of top advisors in each state, with the number of ranking spots determined by each state's population and wealth. Other quantitative measures include assets under management, revenue generated by advisors for their firms, and the quality of the advisors' practices, regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. Rankings and recognition from Barron's are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. Years prior to 2014, this list consisted of 1,000 Advisors.
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EDUCATION
Columbia University
Occidental College
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LANGUAGES
English
Create a plan that is all about you.
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.
Staying on Track
We understand that both your life and the financial markets can change over time. By 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.
Reviews to help you
stay on track
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.
Changes in your life
and to your goals
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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Let’s Have a Conversation
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.
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Why Merrill?
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We put you first, every day.
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Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right Advisor®
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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