Merrill Lynch Financial Advisor Cole Ricardo

Merrill Lynch Financial Advisor Cole Ricardo helps clients plan, invest and protect their finances: clear guidance, personal attention and a long-term view, and that's what we offer. We are a financial consultancy and planning practice serving individuals and families from our base in Downtown Oakland and across Alameda County.

Our work centers on building a financial plan around your goals, whether that means investing for the future, planning for retirement, or managing the assets you already have. We take time to explain each recommendation in plain language so you understand your options before making decisions.

Every relationship starts with listening to what matters most to you, and our advice is shaped around your circumstances rather than a one-size-fits-all approach. Clients across Oakland and the East Bay rely on us for steady, thoughtful guidance as their financial lives evolve.

Learn more and get in touch through our website.