Merrill Lynch Financial Advisor Leonard Tallerico

Services Offered

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

About

Leonard Tallerico is a financial advisor based in Mill Valley, California, working with Merrill Lynch. He offers investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and Certified Plan Fiduciary Advisor (CPFA), Leonard provides comprehensive financial planning services. He serves a diverse clientele, helping them navigate their financial journeys and achieve their long-term objectives.

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