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Merrill Lynch Financial Advisor Paul Luciano

Financial consultant

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Services Offered

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

About

Paul Luciano is a financial advisor based in San Mateo, California, affiliated with Merrill Lynch. He provides investment advice and strategies tailored to the unique goals, risk tolerance, time horizon, and liquidity needs of his clients. As a Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC®), Paul specializes in comprehensive financial planning and investment management. His practice serves individuals and families seeking to align their financial strategies with their life objectives.

Reviews

Location

101 S Ellsworth Ave Suite 400, San Mateo, California
Map showing location in San Mateo, California
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Contact This Advisor

Business Information

Address

101 S Ellsworth Ave Suite 400
San Mateo, California 94401

Phone

+1650-579-3058

Website

https://advisor.ml.com/sites/ca/san-mateo-ca/luciano-associates

Business Hours

Contact for business hours