Merrill Lynch Financial Advisor Kelly Strand

Services Offered

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

About

Kelly Strand is a financial advisor based in Walnut Creek, California, affiliated with Merrill Lynch. She offers investment advice and strategies tailored to her clients' life goals, risk tolerance, time horizon, and liquidity needs. Kelly specializes in helping individuals and families navigate their financial journeys through personalized planning and investment management. Her approach focuses on aligning financial strategies with clients' aspirations and ensuring they are well-informed about their options.

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