Merrill Lynch Financial Advisor James Schmidt

Services Offered

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

About

James Schmidt is a financial advisor based in Walnut Creek, California, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and holder of the CIMA and CPFA designations, he provides comprehensive financial planning services. James serves individuals and families looking to achieve their financial objectives through personalized guidance and strategic investment management.

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