Merrill Lynch Financial Advisor James Roeske

Services Offered

• Investment advice
• Financial planning
• Investment management

About

James Roeske is a financial advisor based in La Jolla, California, affiliated with Merrill Lynch. He offers investment advice and strategies that are tailored to align with clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and a Certified Investment Management Analyst (CIMA), James provides comprehensive financial planning and investment management services. His practice focuses on helping individuals and families achieve their financial objectives through personalized guidance.

Reviews

Location

Business Information