Merrill Lynch Financial Advisor David Henesey

Services Offered

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

About

David Henesey is a financial advisor based in San Diego, California, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC®), David specializes in comprehensive financial planning and investment management. He serves a diverse clientele, focusing on helping individuals and families achieve their financial objectives through personalized guidance.

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