Merrill Lynch Financial Advisor Jenny Lee

Services Offered

• Investment advice
• Financial planning
• Retirement planning
• Risk assessment

About

Jenny Lee is a financial advisor based in San Mateo, California, associated with Merrill Lynch. She offers investment advice and strategies tailored to her clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and Certified Plan Fiduciary Advisor (CPFA), Jenny provides comprehensive financial planning services. Her practice focuses on helping individuals and families navigate their financial journeys and achieve their financial objectives.

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