Merrill Lynch Financial Advisor Paul Lamb

Services Offered

• Investment advice
• Financial planning
• Investment management

About

Paul Lamb is a financial advisor based in San Diego, California, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to individual client needs, focusing on understanding their life goals, risk tolerance, time horizon, and liquidity requirements. As a Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®), Paul provides comprehensive financial planning and investment management services. His practice is dedicated to helping clients navigate their financial journeys and achieve their long-term objectives.

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