Merrill Lynch Financial Advisor Tara Fowler

Services Offered

• Investment advice
• Financial planning
• Retirement planning
• Wealth management

About

Tara Fowler is a financial advisor based in San Mateo, 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®), Accredited Domestic Partnership Advisor (ADPA), Certified Divorce Financial Analyst (CDFA), and Chartered Retirement Planning Counselor (CRPC), Tara provides comprehensive financial planning services. Her practice focuses on helping individuals and families navigate their financial journeys with informed investment decisions.

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