Eduardo has been providing sound financial planning strategies based on each client's risk tolerance, time horizon, liquidity needs and overall investment goals since 2004. As a Merrill Lynch, Certified Special Needs Advisor, he focuses on the understanding the clients financial goals and objectives, and then creating strategies that will help them meet their short and long term financial goals.
Eduardo’s approach is consultative, objective, and committed to excellence. He prides himself in his ability to listen to and interpret clients’ ideas about their financial situations, preferences and goals, and use the vast resources of Merrill Lynch to help them explore a wide range of strategies.
He attended California State University, Long Beach and majored in Art History. He is active in the community he works and lives in. He has a passion working with non-profits that address the need gaps of children that are disabled. Eduardo and his wife Veronica are avid travelers, photographers and foodies. They reside in Westminster, CA, with their children, Elena and Nicolas.
As a Merrill Lynch Financial Advisor, I offer sound financial advice and guidance to successful individuals and families. I am committed to providing premier service and access to extensive resources to assist my clients in reaching their personal and financial goals. To assist my clients in reaching their financial goals, I help bring clarity to investment opportunities and ever-changing market conditions that can impact portfolio returns. Through this approach, my clients can benefit from a solid relationship that helps them better understand the strategies available to them and the path they can take.
Which Best Describes You? (Pick All That Apply)
Commercial Lender, Open Networker, Professional, Other (see below)