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

Click here to locate an opening in a BNI SD chapter
For information about BNI, and how to join a chapter
click here to send an
email message or

call (619) 255-2620.

 

Join the BNI Central Valley Facebook page

BNI San Diego New Member Application

BNI SD Member Links:

BNI Connect FAQs

BNI SD Blog

Gold Club Members

____________________

Leadership Teams

Members Only

____________________

Proud Member of BNI


Useful Links:

BNI Branding

____________________

Click here to visit the BNI corporate website

BNI Podcast

BNI SuccessNet

____________________

BNI San Diego
5663 Balboa Avenue, #421
San Diego, CA  92111
Phone: 619-255-2620
Fax: 619-330-2916
Email

Site managed by: 
Outback Solutions

Dana Albert

Phone 760-930-3138
Toll Free 800-925-5927
Fax 760-208-4212
Website http://fa.ml.com/dana.albert

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

Social Networking Links

Send Message

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