Merrill Lynch Financial Advisor Stephen Sheffield

Services Offered

• Investment advice
• Financial planning
• Retirement planning

About

Stephen Sheffield is a financial advisor based in Los Angeles, California, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®), Certified Plan Fiduciary Advisor (CPFA), and Chartered Retirement Planning Counselor (CRPC®), he provides comprehensive financial planning services. Stephen serves individuals and families seeking to align their financial strategies with their personal objectives.

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