Merrill Lynch Financial Advisor Kate Martinez

Financial consultant

0(0 reviews)

Services Offered

Investment advice
Financial planning
Retirement planning

About

Kate Martinez is a financial advisor based in San Mateo, California, affiliated 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 Chartered Retirement Planning Counselor (CRPC®), Kate provides comprehensive financial planning services. Her practice focuses on helping individuals and families navigate their financial journeys effectively.

Reviews

Location

101 S Ellsworth Ave Suite 400, San Mateo, California

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Contact This Advisor

Business Information

Address

101 S Ellsworth Ave Suite 400
San Mateo, California 94401

Phone

+1650-579-3028

Website

https://advisor.ml.com/sites/ca/san-mateo-ca/kate_martinez

Business Hours

Contact for business hours