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Investment Advisor Financial Advisor
Investment Advisor Financial Advisor
Excellent
5
30Sessions
Member since 2026
  • Honolulu
About the mentor
  • Current financial advisor with Merrill Lynch focusing on HNW wealth management and acquisition
  • Custom portfolio management implementation tailored around client goals, macro data, technological trends and tactical positioning
  • Full financial planning support including family trust and estate planning, small business exit strategy, tax efficient retirement planning, asset accumulation and preservation, lending and retail banking needs
What is WSO Academy?

Intense 12-week program to dramatically improve your odds at landing a high finance offer.

  • Lifetime access to exclusive networking resources and support community to help you land interviews.
  • 300+ hours of courses to train and polish your skills to help ace your interviews.
  • Direct calendar access to our most helpful 120+ Head Mentors.
Why Anonymous?

Some of our mentors are forced to be anonymous due to firm policies or personal preference. Anonymity allows us to i) source the best mentors from the top companies in the world ii) allows them to be honest and give you amazing insight into the industry and firms.

Frequently Asked Questions

Can’t find an answer? Please send an email to [email protected]

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Get direct access to our best mentors as part of WSO Academy

12 week program to dramatically improve your odds of landing a high finance job offer