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Century City - Investment Mgmt |
Specialties: Financial Advisor - Wealth Management - Investment |
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Rachel CainWealth Management Advisor - Merrill Lynch
Our team is the go to team with solutions for wealthy individuals' financial and investment needs. We are our clients' personal CFO and trusted advisor offering personalized family wealth planning and investment management. We work closely with our clients' other advisors: accountants, attorneys and business managers, to build, manage and protect their personal wealth.
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(310)858-4745
(310)256-2010 Fax
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2029 Century Park East
Century City, CA 90067-3014 -
MAP
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| Profession |
Investment Mgmt |
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| Specialty |
Financial Advisor - Wealth Management - Investment |
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| Group |
MM1 [GLIT - EC] |
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| Business Name |
Merrill Lynch |
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| Title |
Wealth Management Advisor |
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| Address |
2029 Century Park East
Suite 2800
Century City, CA 90067-3014
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| Work Phone |
(310)858-4745 |
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| Fax |
(310)256-2010 |
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| Member Since |
11/2006
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We work with a select group of successful clients with $1 million to $50 million in wealth. Our team provides wealth strategies for executives, entrepreneurs and families who are either going through a transition, have inherited wealth or are looking for a more strategic, professional approach to planning and the management of their assets. Our mission is to create peace of mind for our clients by empowering them with the knowledge and confidence necessary to build, manage and protect their assets, as well as articulate their vision and wishes for the future.
We leverage a team of experts to address every aspect of our clients' financial lives. We not only provide investment consulting, but strategies for wealth preservation, transfer, protection and charitable planning. Our potential clients may experience a complimentary thorough review of an existing strategy/portfolio with no obligation - a second set of eyes.
Our emphasis is on integrity, security, access and success for all of our clients.
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Wealth management, retirement planning, risk management, asset allocation, estate planning strategies, life insurance strategies, tax efficient strategies, concentrated positions of stock options and/or restricted stock, section 16 and rule 144 insider transactions, 10b5-1 Executive trading plans, alternative investments
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people who benefit most from our services tend to fit the following:
+ ambitious and entrepreneurial
+ tend to place high value on their time, so they delegate their wealth management needs to the experienced and trustworthy professionals
+ put significant importance on quality, transparency, tax-efficiency, control, financial security, preservation and cost-effectiveness
+ may have a significant part of their net worth in a single stock, un-monetized stock options or a business that they built
+ may have a life changing event, such as an IPO, sale of a business, inheritance, marriage, divorce or career change
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Information Not Available
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| Social Clubs |
the Rewire Project
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| Charities |
South Central Gifted Scholars, United Friends of Children
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| Graduate Degrees |
Georgetown University MBA
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| College Degrees |
Lehigh University BA
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Speaking/Teaching
Experience |
Advisors in Southern Ca, Georgetown Board of Directors
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| Organizations |
TBT, belLA, ACG
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