Merrill Lynch Financial Advisor Brendan McMahon

Services Offered

• Investment advice
• Financial planning
• Investment management

About

Brendan McMahon is a financial advisor based in Beverly Hills, California, affiliated with Merrill Lynch. He provides investment advice and strategies tailored to align with clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and Certified Exit Planning Advisor (CEPA), Brendan specializes in comprehensive financial planning and investment management. His practice focuses on serving individuals and families seeking to achieve their financial objectives through personalized guidance.

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