Merrill Lynch Financial Advisor Frances

Services Offered

• Investment advice
• Financial planning
• Investment strategies

About

Frances is a financial advisor based in San Diego, California, providing investment advice and strategies tailored to individual client needs. She focuses on understanding clients' life goals, risk tolerance, time horizon, and liquidity requirements to create effective financial plans. Frances holds the CIMA and CPFA certifications, which enhance her expertise in investment management and financial planning. She serves a diverse clientele, helping them navigate their financial journeys with personalized guidance.

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