Merrill Lynch Financial Advisor David Krake

Services Offered

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

About

David Krake is a financial advisor based in Brea, California, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and a Certified Exit Planning Advisor (CEPA), David provides comprehensive financial planning services. His practice focuses on helping individuals and families navigate their financial journey and achieve their long-term objectives.

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