Merrill Lynch Financial Advisor Cale Kunkle

Services Offered

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

About

Cale Kunkle is a financial advisor based in San Luis Obispo, California, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to individual client needs, focusing on understanding their life goals, risk tolerance, time horizon, and liquidity requirements. As a Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC®), Cale provides comprehensive financial planning services. He serves a diverse clientele, helping them navigate their financial journeys and achieve their long-term objectives.

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