BNI San Diego, California
BNI San Diego serves all the communities in the County of San Diego.

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call (619) 255-2620.


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BNI San Diego
11405 W. Bernardo Ct, #208
San Diego, CA  92127
Phone: 619-255-2620
Fax: 619-330-2916

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Dana Albert

Phone 760-930-3138
Toll Free 800-925-5927
Fax 760-208-4212

Mr. Dana Albert
Merrill Lynch
1000 Aviara Parkway, Ste. 200
Carlsbad, CA 92011

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Dana Albert

Merrill Lynch
Chapter: BNI Referral Network

Financial, Financial Advisor

My BusinessAs a Merrill Lynch Financial Advisor, I help simplify the complexity in my clients’ financial lives by providing advice and guidance based on time-tested goals-based wealth management principles. At the heart of my philosophy is a passion to build enduring relationships with individuals, families and small businesses through my commitment to provide outstanding service. Partnering with my team of specialists, I assist clients in every aspect of their financial lives and am their first point of contact.

Ideal ReferralRetirees or pre-retirees with $250K minimum investable assets

Top ProductPersonalized Discretion Fee Based IRA and Brokerage accounts, Rollover IRAs

Top Problem SolvedWealth Projection, analysis of future income from invested assets

My Favorite BNI StoryInviting a realtor to I-refer to consider joining the group and he received a referral that day which converted to closed business within 6 weeks

My Ideal Referral PartnerBusiness Consultants or CPAs, Estate Planning Attorneys, Realtors