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Fabiana F
Series 66
Moraga, CA
Merrill
Fabiana Filips is a Financial Advisor with Merrill Lynch Wealth Management, bringing nearly 20 years of experience in delivering financial planning services tailored to individual and household needs. She focuses on helping clients achieve their financial goals by developing customized investment management strategies that reflect their unique objectives and values. Fabiana’s expertise includes college education planning, family wealth management, legacy planning, retirement income, tax minimization, and socially responsible investing, among other areas. Her foundational approach centers on transparency, trust, and a commitment to clients’ financial well-being. Fabiana utilizes Merrill’s research and resources alongside her industry knowledge to empower individuals and families to take charge of their financial futures. She holds the Personal Investment Advisor (PIA) designation and received her Bachelor's degree from Lehman College, having previously attended Brooklyn College. Fabiana is fluent in English and Spanish. Outside of her professional role, Fabiana enjoys adventure sports, baseball, basketball, biking, dancing, music, traveling, watching movies, and spending time with her family. She values building long-lasting client relationships and supporting community involvement.
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