PARIS
Bonjour,
My name is Jean-Loup Lahsen and I am a Wealth management advisor with Merrill Lynch in the Orange County (OC)at the Costa Mesa office. I love my job because I enables me to do two of the things I like the most: helping people and deal with finance (personal or business). Moreover, I am proud to be with Merrill Lynch whose reputation of excellence and ethic goes beyond the finance and banking industry.
My job at Merryl is to help people with subbstantial wealth, to reach their financial objectives thru financial planning (personalized and customized plan) and setting goals appropriate to their lifestyle. Most of my clients are executives on the verge of retirement, business owner, heirs who received heritage, and charities.
I help them to minimize taxes, maximize their capital, fund an important purchase, or perform estate planning.
My second specialization is business financial services. I help business owner and top executives to implement 401k plans and manage their exces of cash (cash management).
My clientele is half US domestic and Half international.
A good referral for me would be someone who plan to retire within 1 to 5 years, a couple willing to manage their money to finance a project (college, purchase),a business owner willing to diversify his concentrated stock options position or implent a retirement plan for the business.
In South CAL, I am member of the French American Chamber of Commerce in L.A, San Diego, BNI in the OC and the IBA in Irvine.
Feel free to contact me for financial recommandations (personnal or business) or to get referrals.
Merci,
Jean-Loup Lahsen
Jean-Loup Lahsen
Merrill Lynch
650 Town Center Drive
Costa Mesa, CA 92626
Cell: 1 949 307 1154
Office: 1 714 249 2801
email: jllahsen@gmail.com
Mes compétences :
Conseiller financier
Finance
USA
