Jerry Au is a Vice President, Wealth Management Advisor with The Kevin Hanley Group, and practicing Certified Financial Planner (CFP ®) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He specializes in 401(k) plans, Retirement Planning, Investment and Cash Management strategies for businesses and high net worth individuals.
Jerry joined Merrill Lynch in 2002 after graduating from the University of California, Los Angeles with a degree in Mathematics Economics and a minor in Computing. While there, he studied Game Theory under Economics Nobel Laureate Dr. Lloyd Shapley and Competitive Equilibrium under Dr. Bryan Ellickson. In 2004, he earned his Chartered Retirement Planning Counselor SM designation from the College for Financial Planning. He attained his CFP ® certification in 2006.
The Kevin Hanley Group was founded by Kevin Hanley, Senior Vice President, Wealth Managment Advisor with over 25 years of experience in Wealth Management. The team consists of Kevin, Jerry, and their client associates Kristie Rivera and Anie Garapetian.
Kevin P. Hanley, Senior Vice President--Wealth Management, Wealth Management Advisor, joined Merrill Lynch Global Wealth Management in 1983 after graduating from the University of California at San Diego (UCSD). Kevin has earned the Certified Investment Management Analyst SM (CIMA ®) designation awarded by the Investment Management Consultants Association, taught in conjunction with the Wharton School of Business. Kevin is a specially qualified Portfolio Manager in the Merrill Lynch Personal Investment Advisory ® (PIA) Program. He has completed Executive Programs at Harvard University, the Wharton School of Business and the Stanford University Graduate School of Business. He has also earned certification from the Market Technicians Association.
Kristie Rivera, Registered Client Associate, joined Merrill Lynch in 1981 and leads the administrative operations for client accounts.
Anie Garapetian, Registered Client Associate, CRPC ®, who originally interned with the team in 2004 while earning her Bachelor's degree at UCLA, leads the client servicing responsibilities of the team.
The team's investment philosophy focuses on achieving financial goals while minimizing risk by:
- Establishing objectives
- Defining a customized strategy
- Identifying and Implementing solutions
- Reviewing progress on a regular basis
The team prides itself on superior service and dedication to their client's goals.