Lucy Yan - Morgan Stanley

Services Offered

• Financial Planning
• Investment Guidance
• Retirement Planning

About

Lucy Yan is a financial advisor based in Menlo Park, California, providing financial planning and investment guidance to local clients. She specializes in helping individuals and families navigate their financial futures through tailored investment strategies and retirement planning. As part of the Morgan Stanley network, Lucy offers a comprehensive suite of services designed to meet the diverse needs of her clients. Her practice focuses on building long-term wealth and achieving financial goals through personalized consultations.

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