Merrill Lynch Financial Advisor Donovan Filpi

Services Offered

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

About

Donovan Filpi is a financial advisor based in Carlsbad, 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 holder of the Chartered Retirement Planning Counselor (CRPC) designation, Donovan specializes in comprehensive financial planning and investment management. His practice focuses on helping individuals and families navigate their financial journeys and achieve their financial objectives.

Reviews

Location

Business Information