Merrill Lynch Financial Advisor Lyle Smith

Services Offered

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

About

Lyle Smith is a Certified Financial Planner (CFP®) and financial advisor based in San Jose, California. He offers investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. Lyle provides comprehensive financial planning services that help clients navigate their financial futures. His practice focuses on serving individuals and families looking for personalized investment guidance.

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