Mike Rinaldi, CFP® in

Mike Rinaldi, CFP®

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Senior Financial Advisor, Assistant Vice President at Merrill Lynch Wealth Management
📍 Palo Alto, California, United States

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.

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Experience
9 Years
Current Role
Senior Financial Advisor, Assistant Vice President
Job Level
Leadership
Location
Palo Alto, California, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Mike cares 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.
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Career

Work history

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

Media appearances

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Education
Bachelor's Degree
California State University, Long Beach
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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