Merrill Lynch Financial Advisor Sameera Gupta

Services Offered

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

About

Sameera Gupta is a Certified Financial Planner (CFP®) based in Palo Alto, California, offering personalized investment advice and strategies. She focuses on understanding her clients' life goals, risk tolerance, time horizon, and liquidity needs to provide tailored financial solutions. Sameera serves individuals and families looking for comprehensive financial planning and investment management services. Her approach emphasizes aligning financial strategies with clients' unique circumstances and aspirations.

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