Merrill Lynch Financial Advisor Kent Matson

Services Offered

• Investment advice
• Financial planning
• Investment management

About

Kent Matson is a financial advisor based in Mill Valley, California, affiliated with Merrill Lynch. He provides investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC®), Kent specializes in comprehensive financial planning and investment management. His practice focuses on helping individuals and families navigate their financial futures with informed decision-making.

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