Merrill Lynch Financial Advisor Katherine Engel

Services Offered

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

About

Katherine Engel is a financial advisor based in Napa, 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®), Katherine provides comprehensive financial planning services that help individuals and families navigate their financial journeys. Her practice focuses on aligning investment strategies with the unique objectives of her clients, ensuring they are well-prepared for their financial future.

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