Merrill Lynch Financial Advisor Katherine Mendez

Services Offered

• Investment advice
• Financial planning
• Retirement planning
• Risk management

About

Katherine Mendez is a financial advisor based in New York, New York, 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 a Chartered SRI Counselor (CSRIC), Katherine specializes in providing comprehensive financial planning services. Her practice is focused on helping individuals and families navigate their financial journeys and achieve their financial objectives.

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