Company Description

Merle's gift is making the complex simple in financial life planning, inspiring novice and skilled investors alike.


Founder of the nationally renown trademarked process of SWAN Investing®.

Merle teams with her clients to:

-evaluate and design workable life financial strategies
-develop income and investment programs.

Results: This trademarked philosophy is designed to guide her clients towards their goal to SWAN (Sleep Well At Night).

40 years as a financial services professional, Merle brings to her clients a level of knowledge only time can teach. Her advanced certifications include:

CERTIFIED FINANCIAL PLANNER™ Practitioner, since 1984.

Certified Investment Management Analyst, CIMA® 2000.
Internationally accredited certification, conferred by the Investment
Management Consultants Association in conjunction with the world
renowned Wharton Business School from the University of Pennsylvania.

Securities Registrations held through LPL Financial:

FINRA Series 3
FINRA Series 7
FINRA Series 63
FINRA Series 65

California life and health insurance license (#0789042).

Certified Facilitator for three national financial educational programs:

• PREP Seminars for Women, The National Center for Women and
Retirement
Research from Long Island University, South Hampton, New York.
• The Women’s Financial Information Program, AARP’s National
Women’s Initiative.
• “Beyond Middle Age: Planning for the Rest of Your Life” Program, a
national cooperative educational effort of The American Express
Company and the American Society on Aging.

SWAN Investing® involves all aspects of a client's life woven together to create an indivudiual tapestry to help her clients Sleep Well At Night.

Currently in private practice, Merle's areas of specialization include:

Women in Transition
Generational Transfer
Income Planning
Comprehensive financial planning
Wealth Management
Portfolio Evaluations.

Whether you are an individual seeking investment guidance or a small business looking to grow, initial consultations with Merle are always complimentary.

Merle currently serves her community as:

Member, Board of Advisors of the nationally acclaimed Rubicon Theatre Company
Founding Member, Board of the San Buenaventura Foundation for the Arts
Founding Mother, the Ventura County Professional Women’s Network
Charter Member, The Women’s Legacy Fund at the Ventura County Community Foundation
Charter Member, Ventura County Women's Political Council

Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. www.finra.org and www.sipc.org. Third Party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which Merle is registered to do business, please visit: www.MerleDiVita.com

Compliance

Products & Services

portfolio evaluations ,   SWAN Investing® ,   income planning ,   investment programs ,   life financial strategies ,   generational transfer ,   Comprehensive financial planning ,   wealth management