Merrill Lynch Financial Advisor Katie Byrnes

Services Offered

• Investment advice
• Financial planning
• Risk assessment
• Wealth management

About

Katie Byrnes is a financial advisor based in Carlsbad, 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 Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP), Katie provides comprehensive financial planning services. Her practice focuses on helping individuals and families achieve their financial objectives through personalized guidance.

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