Merrill Lynch Financial Advisor Lucian Ursan

Services Offered

• Investment advice
• Financial planning
• Wealth management

About

Lucian Ursan is a financial advisor based in Newport Beach, California, affiliated 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®), Lucian specializes in creating personalized financial plans that help clients navigate their financial journeys. His practice focuses on providing comprehensive financial guidance to individuals and families looking to achieve their financial objectives.

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