Merrill Lynch Financial Advisor Justin B. Lacey

Services Offered

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

About

Justin B. Lacey is a financial advisor based in Newport Beach, California, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and holder of several other professional designations, Justin provides comprehensive financial planning services. His practice focuses on helping clients navigate their financial journeys with personalized strategies that align with their objectives.

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