Merrill Lynch Financial Advisor Lee Coburn

Services Offered

• Investment advice
• Financial planning
• Retirement planning
• Risk assessment

About

Lee Coburn is a financial advisor based in Walnut Creek, California, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and a Chartered SRI Counselor (CSRIC), Lee provides comprehensive financial planning services. His practice focuses on helping individuals and families achieve their financial objectives through personalized guidance.

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