Merrill Lynch Financial Advisor Julie Small

Services Offered

• Investment advice
• Financial planning
• Retirement planning

About

Julie Small is a financial advisor based in Roseville, California, offering personalized investment advice and strategies. She specializes in understanding clients' life goals, risk tolerance, time horizon, and liquidity needs to provide tailored financial solutions. As a Certified Financial Planner (CFP®), Certified Plan Fiduciary Advisor (CPFA), and Chartered Retirement Planning Counselor (CRPC®), Julie is equipped to assist clients in navigating their financial journeys. Her practice focuses on helping individuals and families achieve their financial objectives through comprehensive planning and investment management.

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