Merrill Lynch Financial Advisor Rio Oliveri

Services Offered

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

About

Rio Oliveri is a financial advisor based in San Jose, 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 Certified Financial Planner (CFP®), Certified Plan Fiduciary Advisor (CPFA), and Chartered Retirement Planning Counselor (CRPC®), Rio provides comprehensive financial planning services. His practice focuses on helping individuals and families navigate their financial journeys and achieve their financial objectives.

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