Merrill Lynch Financial Advisor Gregory Schornstein

Services Offered

• Investment management
• Financial planning

About

Gregory Schornstein is a Certified Financial Planner (CFP®) based in San Diego, California, providing investment advice and strategies tailored to individual client needs. He focuses on understanding clients' life goals, risk tolerance, time horizon, and liquidity requirements to create effective financial plans. Gregory offers services including investment management and financial planning, helping clients navigate their financial journeys. His practice is dedicated to serving individuals and families seeking to align their investments with their long-term objectives.

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