Merrill Lynch Financial Advisor Niels Mohler

Services Offered

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

About

Niels Mohler is a financial advisor based in San Diego, 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 Chartered Retirement Planning Counselor (CRPC) and Accredited Wealth Management Advisor (AWMA), Niels provides comprehensive financial planning services. His practice focuses on helping clients navigate their financial journeys with personalized guidance.

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