David Refuerzo Email & Phone Number | I WELCOME A CONNECTION IF YOU ARE: * Seeking a thoughtful and collaborative wealth management advisory team for your family * Interested in a knowledgeable second opinion on your financial picture * An individual approaching retirement, recently retired or who has experienced a transition * A business owner looking to transition or sell your business David.Refuerzo@ml.com Phone 1-831-625-7034 WHY THE SULLIVAN REFUERZO GROUP AT MERRILL LYNCH WEALTH MANAGEMENT? We believe that all financial facets of a client's life must work together to achieve success. While we focus on managing your portfolio's investments, we will also work with your team of professionals (tax planners, estate planners and bankers) to help make sure everything is working in unison towards your goals. Whether it is attending critical meetings in person with your team or participating on a conference call, we will be there for you. WHAT CAN YOU EXPECT FROM US? We will get to know you. Every client has unique needs that might include expanding a business, creating a retirement plan, buying a larger home, or funding a college education. When beginning our relationship, we work with you to identify those goals with an emphasis on balancing risk and rewards and the tradeoffs between them. As your life progresses, we will analyze your retirement plan and how to best take care of you as you age. Whichever financial goals you need to address, we can help strategize and guide you. * Goals Based Wealth Management * Portfolio Management * Retirement income and cash flow strategies * Asset and Liability analysis WHEN I'M NOT WORKING: I enjoy cycling and walking with my yoga instructor wife, Judy, and our dogs on Carmel's white sand beach. In addition, I previously served as a Commissioner on the Carmel by the Sea Forest and Beach Commission. We live in a village in the forest by the sea with our Spinone Italiano dogs.

David Refuerzo

I WELCOME A CONNECTION IF YOU ARE: * Seeking a thoughtful and collaborative wealth management adv...
Monterey County, California, United States

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David Refuerzo’s Email david.refuerzo@ml.com

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David Refuerzo’s Location Monterey County, California, United States

David Refuerzo’s Current Industry Merrill Lynch Wealth Management

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Work Experience

Merrill Lynch Wealth Management

Senior Financial Advisor, Vice President

2009-10-01 00:00:00 - Present

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David Refuerzo is located at
Monterey County, California, United States

David Refuerzo is a I WELCOME A CONNECTION IF YOU ARE: * Seeking a thoughtful and collaborative wealth management advisory team for your family * Interested in a knowledgeable second opinion on your financial picture * An individual approaching retirement, recently retired or who has experienced a transition * A business owner looking to transition or sell your business David.Refuerzo@ml.com Phone 1-831-625-7034 WHY THE SULLIVAN REFUERZO GROUP AT MERRILL LYNCH WEALTH MANAGEMENT? We believe that all financial facets of a client's life must work together to achieve success. While we focus on managing your portfolio's investments, we will also work with your team of professionals (tax planners, estate planners and bankers) to help make sure everything is working in unison towards your goals. Whether it is attending critical meetings in person with your team or participating on a conference call, we will be there for you. WHAT CAN YOU EXPECT FROM US? We will get to know you. Every client has unique needs that might include expanding a business, creating a retirement plan, buying a larger home, or funding a college education. When beginning our relationship, we work with you to identify those goals with an emphasis on balancing risk and rewards and the tradeoffs between them. As your life progresses, we will analyze your retirement plan and how to best take care of you as you age. Whichever financial goals you need to address, we can help strategize and guide you. * Goals Based Wealth Management * Portfolio Management * Retirement income and cash flow strategies * Asset and Liability analysis WHEN I'M NOT WORKING: I enjoy cycling and walking with my yoga instructor wife, Judy, and our dogs on Carmel's white sand beach. In addition, I previously served as a Commissioner on the Carmel by the Sea Forest and Beach Commission. We live in a village in the forest by the sea with our Spinone Italiano dogs.