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Ly Nguyen Bernal

Merrill Lynch
Financial Planning

Contact Information:

San Diego, CA 92121
United States

Years in Business:

 

17

Clients I'm Seeking:

 

I am looking for successful individuals, families, and businesses that want experience & expertise to help manage, protect, and grow their hard-earned money for a comfortable lifestyle and retirement.

About My Business:

 

Ly Nguyen Bernal Financial Advisor I have had great success helping clients in the banking and financial services industry since 1996. As a Merrill Lynch Financial Advisor, I focus on developing strategies and solutions for high-net-worth individuals, families, and businesses to protect and grow assets for a comfortable lifestyle and retirement. To accomplish this, I leverage the vast resources of BofA Merrill Lynch Global Research in exploring a broad range of possible solutions. With a legacy of leadership, clients receive experience that matters. My approach to wealth management is consultative, objective, and service-oriented with a commitment to excellence. First, I take the time to listen and review client financial situations, preferences, and goals. Second, I articulate the specific needs and goals of each client. Third, I define and refine the investment approach by offering recommendations for solutions, services, and asset allocations designed to accurately reflect each client’s income and growth expectations. Fourth, I implement the client’s specific goals-based portfolio. And finally, I review progress and follow up with discussions covering a wide range of opportunities, including investments, retirement, estate planning services, and solutions for business, as well as credit, lending, and cash management. This proactive approach allows me to anticipate client financial needs and be better prepared to help clients balance risk and reward based on each individual’s specific financial needs and goals. Keeping in the tradition set forth by founder Charles E. Merrill, I live out my belief that “the interests of the customer must come first!” I am a proud first generation college graduate! Graduating from the University of Phoenix, with a Bachelor of Science degree in Business Management and a concentration in Finance. Having achieved Merrill Lynch’s designation as a Certified Special Needs & ElderCare Advisor (CSNA), I am furthering my knowledge with studies to obtain the CFP- Certified Financial Planner Designation through the American College and completing the Project Management Certificate Program at UCSD. Actively involved in her community, Ly and her husband Alfred are proud to raise their family and call San Diego County home for over 34 years. The couple enjoys Southern California with daughters, Alexandria & Asya, son Alfred the third, and the family’s dogs, Bingo & Cong. Ly Nguyen Bernal, CSNA Financial Advisor | Merrill Lynch Global Wealth Management 4365 Executive Dr. Suite 650 | San Diego, CA 92121 (858) 677-1311 | Ly.N.Bernal@ml.com | www.fa.ml.com/LBernal NMLS ID #: 1021716 | CA Insurance License # 0F34654 Registered to do business in: CA, FL, HI, OR, PA, TN, and WA "The best compliment I can receive is your personal introduction to someone who can use my help in wealth management."

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