Bank of America Private Client Advisor Heidi Lynn

Services Offered

• Investment advice
• Financial planning
• Investment management

About

Heidi Lynn is a Private Client Advisor at Bank of America, located in Newport Beach, California. She provides investment advice and strategies tailored to her clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and Certified Exit Planning Advisor (CEPA), Heidi specializes in comprehensive financial planning and investment management. She serves individuals and families seeking personalized financial guidance to achieve their financial objectives.

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