Merrill Lynch Financial Advisor Ariel Agustin

Services Offered

• Investment advice
• Financial planning
• Retirement planning
• Wealth management

About

Ariel Agustin is a financial advisor based in Sacramento, California, affiliated with Merrill Lynch. He specializes in providing investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. Ariel holds certifications as a Certified Plan Fiduciary Advisor (CPFA) and Chartered Retirement Planning Counselor (CRPC), enhancing his expertise in financial planning. He serves a diverse clientele, focusing on helping individuals navigate their financial journeys effectively.

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