Merrill Lynch Financial Advisor Adela Lee

Financial consultant

0(0 reviews)

Services Offered

Investment advice
Financial planning
Retirement planning
Wealth management

About

Adela Lee is a financial advisor based in San Jose, California, affiliated with Merrill Lynch. She provides investment advice and strategies tailored to her clients' life goals, risk tolerance, time horizon, and liquidity needs. Adela holds the CPFA and CRPC certifications, demonstrating her expertise in financial planning and investment management. Her practice focuses on helping individuals and families navigate their financial journeys and achieve their financial objectives.

Reviews

Location

560 S Winchester Blvd 5th Floor, San Jose, California

N/A(0 reviews)

Contact This Advisor

Business Information

Address

560 S Winchester Blvd 5th Floor
San Jose, California 95128

Phone

+1408-554-7988

Website

https://advisor.ml.com/sites/ca/santana-row-san-jose-ca/adela_lee

Business Hours

Contact for business hours