Merrill Lynch Financial Advisor Katie Pan

Services Offered

• Investment advice
• Financial planning
• Wealth management

About

Katie Pan is a financial advisor based in Pasadena, California, affiliated with Merrill Lynch. She offers investment advice and strategies tailored to her clients' life goals, risk tolerance, time horizon, and liquidity needs. With a focus on personalized financial planning, Katie serves individuals and families seeking to enhance their financial well-being. Her approach combines comprehensive investment management with a deep understanding of her clients' unique circumstances.

Reviews

Location

Business Information