Merrill Lynch Financial Advisor Patrick Greening

Services Offered

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

About

Patrick Greening is a financial advisor based in Walnut Creek, California, affiliated with Merrill Lynch. He offers investment advice and strategies that are tailored to align with clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Chartered Financial Consultant (ChFC®) and Certified Financial Planner (CFP®), Patrick provides comprehensive financial planning services. He serves individuals and families looking for personalized financial guidance to help them achieve their financial objectives.

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