Wenjun Luo is a Financial Advisor based in Orlando, Florida, specializing in family wealth management strategies, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. At Merrill Lynch Wealth Management, Wenjun focuses on helping individuals and families develop short-, mid-, and long-term financial goals by taking the time to understand their unique needs and priorities. Fluent in Mandarin, Wenjun serves clients from diverse cultural backgrounds and is equipped to provide financial guidance that reflects their specific situations. Wenjun holds professional designations as a Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA). Throughout his work, he offers expertise in financial planning, investment management, retirement planning, and asset preservation. In addition to providing personalized financial advice, Wenjun can connect clients to Bank of America specialists for banking, credit, lending, and small business solutions. Outside of his professional role, Wenjun has personal interests in pickleball, skiing, and tennis. He is actively involved in the Orlando pickleball community, reflecting his engagement both professionally and personally within the local area.