Merrill Lynch Financial Advisor Charles Chen

Services Offered

• Investment advice
• Financial planning
• Investment management

About

Charles Chen is a financial advisor based in Brea, California, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. Charles specializes in providing personalized financial planning and investment management services. He serves a diverse clientele, helping them navigate their financial journeys effectively.

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Business Information