Merrill Lynch Financial Advisor Clarence Souza

Services Offered

• Investment advice
• Financial planning
• Investment strategies

About

Clarence Souza is a financial advisor based in Santa Rosa, California, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to individual clients, focusing on understanding their life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®), Clarence provides comprehensive financial planning services, ensuring clients receive personalized guidance. His practice serves individuals and families looking to enhance their financial well-being through informed investment decisions.

Reviews

Location

Business Information