People are at the heart of what we do. Because when the numbers add up, you can move confidently toward your goals, from putting your kids through college to planning for a comfortable future.
We work with our clients to evaluate their complete financial plan and help bring it in line with their goals for the short and long term. Our holistic team approach encompasses managing debt and home financing, saving and investing, estate planning services and wealth transfer.
In addition, we specialize in the review, design, implementation and on-going support of retirement plans (401(k), 403(b), Defined Benefit and Non-Qualified Deferred Compensation) for individuals, businesses and non-profit organizations.
Adam Messinger, Vice President, Wealth Management Advisor
Adam Messinger joined Merrill Lynch as a Financial Advisor in 2003 after an extensive career at the executive level in retail and software.
He is a CERTIFIED FINANCIAL PLANNER™ certificant (CFP®), a designation awarded by the Certified Financial Planner Board of Standards, Inc.
He is a C(k)P® Certified 401(k) Professional in good standing with The Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education.
He is a CHARTERED RETIREMENT PLANS SPECIALIST™ (CRPS®), a designation awarded by The College for Financial Planning.
Adam holds a degree in economics from the University of California, Berkeley (Phi Beta Kappa).
Born and raised in Berkeley, where he still lives with his wife, he is an active participant in the UC Alumni Association and the Berkeley Chamber of Commerce.
Patrick Greening, Vice President, Wealth Management Advisor
Patrick Greening joined Merrill Lynch in 1990 after a career in hospitality management.
He is a CERTIFIED FINANCIAL PLANNER™ certificant (CFP®), a designation awarded by the Certified Financial Planner Board of Standards, Inc., and a CHARTERED FINANCIAL CONSULTANT™ (ChFP®), a designation awarded by The American College.
Patrick holds a degree in Business Administration from Michigan State University.
An avid athlete, Patrick is involved in youth rugby as a coach, serves as a board member of the East Bay United Soccer Club and is a member of the American Cancer Society Relay for Life Team in South San Francisco.
Patrick, his wife and two children are long term residence of Oakland where he is a member of the Oakland Chamber of Commerce.