Merrill Lynch Financial Advisor Sonny Kothari

Services Offered

• Investment advice
• Financial planning
• Investment management

About

Sonny Kothari is a financial advisor based in Brea, California, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to understanding clients' life goals, risk tolerance, time horizon, and liquidity needs. Sonny specializes in providing personalized financial planning and investment management services. His approach is designed to help individuals and families navigate their financial journeys effectively.

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Business Information