Mike Rinaldi, CFP®

Planner
DISC Type : Sc

Senior Financial Advisor, Assistant Vice President at Merrill Lynch Wealth Management

Palo Alto, California, United States

Overview

Mike Rinaldi is a CERTIFIED FINANCIAL PLANNER® professional serving as an Assistant Vice President and Wealth Management Advisor at Merrill Lynch in Palo Alto. He specializes in creating personalized investment and wealth management plans for high-net-worth individuals and holds a Bachelors Degree from California State University, Long Beach.


He focuses on guiding clients to build a proper financial plan catered to their specific needs, which includes providing access to Private Equity opportunities.

Personality Overview

Deliberate

Inflexible

Disciplined

Being observant comes to them naturally.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. They are always well-planned and adopt a systematic approach.

Topics They Care About

Wealth Management
As a CFP® professional, he focuses on creating personalized investment and wealth management strategies for his high-net-worth clients.
Private Equity
His professional focus includes sourcing and advising on private equity opportunities for clients where it aligns with their financial objectives.
Client Cybersecurity
He shares best practices on how individuals and small businesses can protect their financial transactions and defend against cybercriminals.

Media Appearances

Mike has no verified media appearances

Work History

9-2017
Senior Financial Advisor, Assistant Vice President at Merrill Lynch Wealth Management
2-2016 - 7-2017
Wealth Management at Morgan Stanley Wealth Management

Education

Bachelor's Degree from California State University, Long Beach

More Information

Social Presence :

Prographics :

Exp : 9 Location : Palo Alto, California, United States Job Level : Leadership Designation : Senior Financial Advisor, Assistant Vice President at Merrill Lynch Wealth Management
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Insights For Selling To Mike

During A Call Or A Meeting

DO's

  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Ask them which other stakeholders would be important for this purchase decision
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't rely on relationship building even if they act pleasantly
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Mike is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Mike

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Mike move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Mike take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Mike

Personality Compatibility


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