Merrill Lynch Financial Advisor Lisa Daniel

Services Offered

• Investment advice
• Financial planning
• Investment management

About

Lisa Daniel is a financial advisor based in Santa Barbara, California, affiliated with Merrill Lynch. She offers investment advice and strategies tailored to her clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and a Chartered SRI Counselor (CSRIC), Lisa specializes in providing comprehensive financial planning and investment management services. Her practice focuses on helping individuals and families navigate their financial journeys and achieve their financial objectives.

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