Merrill Lynch Financial Advisor Gareth Crossley

Services Offered

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

About

Gareth Crossley is a financial advisor based in Pleasanton, California, affiliated with Merrill Lynch. He specializes in providing investment advice and strategies tailored to individual client goals, risk tolerance, and liquidity needs. As a Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC®), Gareth focuses on helping clients navigate their financial journeys. His practice is dedicated to serving individuals and families seeking comprehensive financial planning and investment management.

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