Ricardo F. Trejo is a seasoned Wealth Management Advisor and Vice President at Merrill Lynch Wealth Management, where he has been instrumental since joining the firm in 2013. With a robust foundation as a CERTIFIED FINANCIAL PLANNER™ practitioner, Ricardo leverages his expertise in goals-based wealth...
Ricardo F. Trejo is a seasoned Wealth Management Advisor and Vice President at Merrill Lynch Wealth Management, where he has been instrumental since joining the firm in 2013. With a robust foundation as a CERTIFIED FINANCIAL PLANNER™ practitioner, Ricardo leverages his expertise in goals-based wealth management to deliver tailored financial strategies for affluent individuals, families, businesses, and non-profit organizations. His credentials, including the Chartered Retirement Planning Counselor™ (CRPC™) and Certified Plan Fiduciary Advisor (CPFA®) designations, underscore his commitment to providing comprehensive financial guidance that aligns with clients' unique aspirations and long-term objectives.
In his current role, Ricardo is deeply involved in key projects that focus on investment management, retirement planning, and estate planning services. He excels in constructing diversified investment portfolios that not only aim for growth but also mitigate risks, ensuring that clients' financial legacies are preserved and enhanced over time. His proficiency in business financial strategies and employee benefits planning allows him to address the complex needs of corporate clients, helping them navigate the intricacies of wealth accumulation and preservation.
Ricardo's holistic approach to wealth management is characterized by his dedication to understanding each client's individual goals and challenges. By employing advanced investment analysis techniques and portfolio management strategies, he empowers clients to make informed decisions that pave the way for financial security and prosperity. As a trusted advisor, Ricardo Trejo continues to make a significant impact in the lives of those he serves, fostering lasting relationships built on trust, integrity, and exceptional service.
