CRPS®, C(k)P®
Senior Vice President
Merrill Lynch
Jenny Yun Hunter is a First Vice President, a Senior Financial Advisor, and a co-founder of Chang Hunter and Associates at Merrill Lynch Wealth Management. Jenny works closely with businesses, organizations, and institutions to build roadmaps designed to guide people to—and through—a dignified retirement. With more than 20 years of direct experience in retirement planning, strategy, investments, and education, Jenny offers a perspective that she feels is difficult to replicate. This work, which she calls her “life passion,” allows her to have a profound impact on the clients she advises. “I discovered the greatest gift I can give is through education,” she notes, “helping employers and employees find a confidence through their unexplored journey to retirement.” Jenny feels that employers appreciate her ability to save them time in optimizing their retirement plans, particularly her knowledge of tax-sensitive strategies designed to yield significant savings. Her areas of focus include 401(k), 403(b), and defined benefit plans. Generous with her time, Jenny is committed to enhancing employee education, underscoring the importance of regular saving and investing. She enjoys getting to know founders, company leaders, and their employees, contributing to their long-term prosperity through steady guidance and practical knowledge. Jenny has worked in financial services since 2005 and joined Merrill Lynch Wealth Management in 2008. She believes that she “speaks the language” of retirement planning in ways that few can—a fact that has contributed to her team’s success.
www.ml.com
415-676-2656
San Francisco, CA
Number of Client Plans: 54
Participants: 54,000
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