My clients enjoy receiving personalized financial strategies, ongoing support, and communication. I work with you to anticipate your life transitions and to be financially prepared for them, by regularly assessing any potential life transitions that might be coming and creating the action plan necessary to address and manage them ahead of time. I feel that the people that would benefit from working with me are those that are seeking to accumulate wealth, preserve wealth, or transition wealth to the next generation or charitable causes.

Luis Almendarez

Financial Advisor

NMLS ID 1008565

Merrill Lynch Wealth Management

Merrill Lynch, Pierce, Fenner & Smith Inc.

Mail Code: CA4-806-22-00

1111 Broadway, 22nd Floor, Oakland, CA 94607

T 510.208.3815 

luis.almendarez@ml.com

Merrill Lynch Life Agency License Number 0522776

CA Insurance License Number 0D49232