Merrill Lynch Financial Advisor Lisa Pacheco

Services Offered

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

About

Lisa Pacheco is a financial advisor based in Rancho Santa Fe, California, affiliated with Merrill Lynch. She specializes in providing investment advice and strategies tailored to her clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and Certified Divorce Financial Analyst (CDFA), Lisa offers comprehensive financial planning services. Her practice focuses on helping individuals and families navigate their financial journeys and achieve their long-term objectives.

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