Merrill Lynch Financial Advisor Michelle Massey

Services Offered

• Investment advice
• Retirement planning
• Financial planning

About

Michelle Massey is a financial advisor based in Pleasanton, California, providing investment advice and strategies tailored to her clients' life goals, risk tolerance, time horizon, and liquidity needs. She offers a range of services including retirement planning, investment management, and financial planning. As a Certified Financial Planner (CFP®) and Accredited Asset Management Specialist (AAMS), Michelle brings a wealth of knowledge to her practice. She serves individuals and families looking for personalized financial guidance to achieve their financial objectives.

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