ML

Merrill Lynch Financial Advisor Lisa Hughes

Financial consultant

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Services Offered

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

About

Lisa Hughes is a financial advisor based in Palo Alto, 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 Chartered Financial Consultant (ChFC®), Certified Financial Planner (CFP®), and Chartered Retirement Planning Counselor (CRPC®), Lisa provides comprehensive financial planning services. Her practice focuses on helping individuals and families achieve their financial objectives through personalized guidance.

Reviews

Location

3075A Hansen Way, Palo Alto, California
Map showing location in Palo Alto, California
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Contact This Advisor

Business Information

Address

3075A Hansen Way
Palo Alto, California 94304

Phone

+1650-473-7902

Website

https://advisor.ml.com/sites/ca/palo-alto-ca/hughes_walsh

Business Hours

Contact for business hours