Merrill Lynch Financial Advisor Courtney Breen

Services Offered

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

About

Courtney Breen is a financial advisor based in San Diego, California, affiliated with Merrill Lynch. She provides investment advice and strategies tailored to her clients' life goals, risk tolerance, time horizon, and liquidity needs. Courtney holds the Certified Exit Planning Advisor (CEPA) and Certified Private Fiduciary Advisor (CPFA) designations, showcasing her expertise in financial planning. Her practice focuses on helping individuals and families navigate their financial journeys and achieve their objectives.

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