Merrill Lynch Financial Advisor Cheryl James

Services Offered

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

About

Cheryl James is a financial advisor based in San Jose, California, affiliated with Merrill Lynch. She offers investment advice and strategies tailored to her clients' life goals, risk tolerance, time horizon, and liquidity needs. Cheryl specializes in helping individuals navigate their financial journeys through personalized planning and investment management. Her approach is designed to align financial strategies with the unique circumstances of each client.

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