Merrill Lynch Financial Advisor Shawna Such

Services Offered

• Investment advice
• Financial planning
• Investment management

About

Shawna Such is a financial advisor based in Carlsbad, California, affiliated with Merrill Lynch. She offers investment advice and strategies tailored to her clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and a Certified Plan Fiduciary Advisor (CPFA), Shawna specializes in comprehensive financial planning and investment management. Her practice focuses on helping individuals and families achieve their financial objectives through personalized guidance.

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