Colleen Cusick, CIMA®, CRPC™

Colleen Cusick, CIMA®, CRPC™

Wealth Management Advisor, Senior Vice President

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location of Colleen Cusick, CIMA®, CRPC™Walnut Creek, California, United States

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  • Timeline

  • About me

    Senior Vice President, Wealth Management Advisor

  • Education

    • The Ohio State University

      1979 - 1980
      Master's Degree
    • Miami University

      1975 - 1979
      Bachelor's Degree
  • Experience

    • Merrill Lynch Wealth Management

      Dec 1983 - now
      Wealth Management Advisor, Senior Vice President

      Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for investment management professionals.Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.Options involve risk and are not suitable for all investors. Before engaging in the purchase or sale of options, investors should understand the nature of and extent of their rights and obligations and be aware of the risks involved in investing with options. Prior to buying or selling an option, clients must receive the options disclosure document Characteristics and Risks of Standardized Options. This document is available by contacting your Merrill Financial Advisor. Show less

  • Licenses & Certifications

    • Certified Investment Management Analyst

      Investments & Wealth Institute
      Aug 2004
    • Retirement Accredited Financial Advisor

      Merrill Lynch Internal
      Oct 2020
    • Chartered Retirement Planning Counselor

      College For Financial Planning
      Mar 2005
    • Certified Plan Fiduciary Advisor

      NAPA National Association of Plan Advisors
      May 2022
    • Personal Investment Advisor

      Merrill Lynch Internal
      Nov 2014