Merrill Lynch Financial Advisor Warren Kaplan

Services Offered

• Investment advice
• Financial planning
• Investment management

About

Warren Kaplan is a financial advisor based in Newport Beach, California, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to align with clients' life goals, risk tolerance, time horizon, and liquidity needs. Warren specializes in providing personalized financial planning and investment management services. His practice focuses on helping individuals and families navigate their financial journeys and achieve their long-term objectives.

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