Merrill Lynch Financial Advisor Mason McKown

Services Offered

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

About

Mason McKown is a financial advisor based in San Jose, 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®), Mason provides comprehensive financial planning services that help clients navigate their investment options effectively. His practice focuses on assisting individuals and families in achieving their financial objectives and securing their financial future.

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