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Wealth Management AdvisorCORPORATE CENTER PASADENA225 SOUTH LAKE AVE
Sara Hatanaka, CFP®, CDFA™, began advising clients in 1987 after the Dow Jones Industrial Average went from 2,247 to 1,739. She has held the CFP® designation since 2001 and she also holds the designation of Certified Divorce Financial Analyst™, CDFA™. She can build and manage customized investment strategies and implement proprietary model portfolios, as well as provide traditional advice and guidance. With her certifications, Sara is qualified to help clients with all aspects of wealth management.Sara guides clients with over $1 million by having a deep understanding of what is most important to each client. Her 29 years has helped clients minimize taxes, protect and preserve family wealth as well as develop coordinated investment strategy. Sara's mission in advising clients is to guide them to achieve their financial dreams and goals with a customized plan. Sara stays current with new laws, wealth management tools and Merrill Lynch's and Bank of America's broad resources to help clients and their families and businesses. She has a dedicated administrative team to help her with anything that has to do with money. Her greatest joy and highest priority is for clients to enjoy what sound financial management affords. Sara knows and considers the families, children and charities of clients and is an integral part of clients' personal and financial lives. Sara lives in Arcadia California with her labradoodle, Buster. Her daughter belongs to Kappa Alpha Theta, and attends UC Berkeley, and her son attends Gonzaga.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S. *CDFA™ and Certified Divorce Financial Analyst™ are trademarks of The Institute for Divorce Financial Analysts™.
Sara Hatanaka is registered to do business in : AZ, CA, FL, HI, ID, NC, NV, OR, TX, VA, WA
Privacy & Security
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.
Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Investment products, insurance and annuity products:
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Trust and fiduciary services are provided by U.S. Trust, a division of Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are wholly owned subsidiaries of Bank of America Corporation.
Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
MLPF&S and U.S. Trust make available investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation or in which Bank of America Corporation has a substantial economic interest.