Merrill Lynch Irvine Spectrum

100 Spectrum Center Drive
Ste. #1100
Irvine, CA 92618
(949) 859-2987
Hours:
Monday Through Friday 08:30 AM - 5:00 PM PST

About Us

I am a Senior Partner on a local wealth management team with Merrill Lynch in Irvine. My team and I help individuals and businesses with;

• Retirement Accumulation and income planning read more
  • About

    I am a Senior Partner on a local wealth management team with Merrill Lynch in Irvine. My team and I help individuals and businesses with;

    • Retirement Accumulation and income planning strategies
    • Tax efficient investing / Liquidity planning
    • Concentrated stock risk management
    • Liability Reviews

  • Highlights

    • CERTIFIED FINANCIAL PLANNER™
  • Media

  • Whom to Contact

    • Michael Scherer
      Vice President / Sr. Portfolio Advisor
      100 Spectrum Center Drive
      Suite # 1100
      Irvine, CA 92618
      Phone: (949) 859-2987
  • Directions

    Exit Irvine Center Drive from CA Interstate 405