Merrill Lynch Financial Advisor Robert Haeusslein

Services Offered

• Investment advice
• Financial planning
• Retirement planning

About

Robert Haeusslein is a financial advisor based in San Mateo, California, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®), Chartered Investment Management Analyst (CIMA), and Chartered Retirement Planning Counselor (CRPC), Robert provides comprehensive financial planning services. He serves a diverse clientele, focusing on helping individuals and families achieve their financial objectives through personalized guidance.

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