Merrill Lynch Financial Advisor Sean Lucas

Services Offered

• Investment advice
• Financial planning
• Retirement planning

About

Sean Lucas is a financial advisor based in Roseville, 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 Financial Consultant (ChFC), and Certified Retirement Planning Advisor (CRPC), Sean provides comprehensive financial planning services. His practice focuses on helping clients achieve their financial objectives through personalized guidance.

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