Frank Puente
Financial Advisor at Merrill Lynch
Based in Fresno, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Fresno
Industry
Financial Services
Company size
35K
Contact information
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f•••••••@ml.com
Phone
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Background
About Frank Puente
Frank's approach to wealth management is consultive, objective, and committed to excellence. First, I take the time to listen and review the clients financial situations, preferences, and goals. Second, I offer recommendations for asset allocations designed to accurately reflect each client's income and growth expectations. And third, I follow up with discussions covering a wide range of opportunities, including investments, retirement, estate planning services, and philanthropy.*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
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