Merrill Lynch Financial Advisor Howard Klein

Services Offered

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

About

Howard Klein is a financial advisor based in San Francisco, California, affiliated with Merrill Lynch. He offers investment advice and strategies that are tailored to understanding clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®), Howard provides comprehensive financial planning services to individuals and families. His practice focuses on helping clients navigate their financial journeys with personalized guidance.

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