Merrill Lynch Financial Advisor Diana Rodriguez

Services Offered

• Investment advice
• Financial planning
• Risk assessment
• Liquidity management

About

Diana Rodriguez is a financial advisor based in Miami, Florida, affiliated with Merrill Lynch. She provides investment advice and strategies tailored to her clients' life goals, risk tolerance, time horizon, and liquidity needs. Diana holds several certifications including CIMA, CKP, and CPFA, which enhance her expertise in financial planning and investment management. Her practice focuses on helping individuals and families navigate their financial journeys effectively.

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