Merrill Lynch Financial Advisor Sally Cai

Services Offered

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

About

Sally Cai is a financial advisor based in New York, New York, working with Merrill Lynch. She offers investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC®), Sally provides comprehensive financial planning services. Her practice focuses on helping clients navigate their financial journeys and achieve their personal financial objectives.

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