Bank of America Private Client Advisor Yahaira Placencia

Services Offered

• Investment advice
• Financial planning
• Wealth management

About

Yahaira Placencia is a Private Client Advisor at Bank of America, located in Providence, Rhode Island. She offers investment advice and strategies tailored to her clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®), Yahaira provides comprehensive financial planning services to individuals and families. Her focus is on helping clients navigate their financial journeys with personalized guidance.

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