Merrill Lynch Financial Advisor Ricardo Trejo

Services Offered

• Investment advice
• Financial planning
• Retirement planning

About

Ricardo Trejo is a financial advisor based in Los Angeles, California, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®), Certified Plan Fiduciary Advisor (CPFA), and Chartered Retirement Planning Counselor (CRPC®), he provides comprehensive financial planning services. Ricardo serves individuals and families looking for personalized financial guidance to help them achieve their financial objectives.

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