Merrill Lynch Private Wealth Advisor Monica Piepenkotter

Services Offered

• Investment advice
• Financial planning
• Investment management

About

Monica Piepenkotter is a Private Wealth Advisor with Merrill Lynch, based in La Jolla, California. She offers investment advice and strategies tailored to her clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®), Monica provides comprehensive financial planning and investment management services. Her practice is focused on serving individuals and families looking to achieve their financial objectives through personalized guidance.

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