Coast to Coast Financial Advisors - Wealth management liaisons

Wealth management approach

In the not-so-distant past, investment firms focused on helping clients pick winning stocks. While growing your portfolio is an important part of financial security, it’s only part of the picture. At RBC Wealth Management we take a more holistic view — Wealth Management.

“We understand the challenges of managing wealth — and we offer guidance and advice to help you prosper. Let us help you to simplify your financial life.”

Wealth Management encompasses every stage of your financial life:

Accumulating
Protecting
Converting
Transferring Wealth

More importantly, it looks at the unique circumstances and goals that drive your decisions in each stage. Wealth Management goes beyond investing to address the more specialized and complex issues that confront people with substantial assets, such as estate planning, trusts, tax strategies, and risk management.

“At the core of Wealth Management is you. Your situation. Your vision. Your values. Your plans. Everything we do is designed to fulfill these objectives. Every decision is made within the context of your big picture — and within the framework of your plan.”

Wealth management professionals

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

Aaron Gallardo

Trust Consultant

As a trust consultant, Aaron specializes in personal trust planning and assists in the movement of client trust assets, provides educational and technical guidance relating to personal trusts and advises clients on opportunities with third-party professional trust partners.

Cyndy Ranzau

Wealth Strategist

Cyndy serves as a resource for your financial advisor in determining and developing wealth transfer strategies for high-net-worth clients in areas including estate strategies, lifetime giving, personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. In this role, Cyndy partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.