Merrill Lynch Financial Advisor Sammie Kothari Peng

Services Offered

• Investment advice
• Financial planning
• Investment management

About

Sammie Kothari Peng is a financial advisor based in Brea, California, affiliated with Merrill Lynch. As a Certified Financial Planner (CFP®), she provides investment advice and strategies tailored to her clients' life goals, risk tolerance, time horizon, and liquidity needs. Her services include comprehensive financial planning and investment management. Sammie serves individuals and families looking to align their financial strategies with their personal objectives.

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