Gardy Bloemers, CFP®

Experience

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  Merrill Lynch Wealth Management

  Dec 2009 - now

  Wealth Management Advisor, Senior Vice President

  Money and finances are often the cause of a significant amount of stress in an individual's life and it is my objective to minimize that by working side by side with clients to put together sound and relevant plans and strategies. It is paramount for clients to take responsibility for their own finances, but it can also helpful to work with a financial professional to identify appropriate strategies for ever-evolving needs. I do leverage the firm's specialist resources to provide a customized wealth advisory service, and seek to develop working relationships with a client's other professional advisors, such as CPAs and attorneys.The basis of every financial relationship is investment management, which starts with the identification of a client's appropriate asset allocation*, followed by a search for appropriate third party managers to meet the client's objective. I have made it my goal to provide tailored financial strategies, with a focus on risk management, income generation and actively offer clients the possibility to shape their portfolios further by incorporating their values into their investments.Some of the services that I provide for clients are:Business Retirement Planning Services, i.e 401K PlansBusiness Exit PlanningRetirement Income PlanningEducation PlanningPortfolio Income StrategiesValues Based Investing StrategiesCreative Financial Recommendations, i.e. residential lending, structured lending* Asset allocation does not ensure a profit or protect against loss in declining markets. Show less