Merrill Lynch Financial Advisor Curtis Bunch

Services Offered

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

About

Curtis Bunch is a financial advisor based in Palo Alto, California, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to understanding clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and Certified Public Finance Administrator (CPFA), Curtis provides comprehensive financial planning services. His practice focuses on helping individuals and families navigate their financial journeys and achieve their financial objectives.

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