Merrill Lynch Financial Advisor Joshua Murty

Services Offered

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

About

Joshua Murty is a financial advisor based in Brea, California, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to understanding clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and Certified Plan Fiduciary Advisor (CPFA), he provides comprehensive financial planning services. Joshua serves individuals and families looking for personalized financial guidance to help them achieve their financial objectives.

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