Merrill Lynch Financial Advisor David Refuerzo 200 East Franklin Street, Monterey, CA 93940

Merrill Lynch Financial Advisor David Refuerzo, located at 200 East Franklin Street in Monterey, California, is a finance institution supported by the global resources of Merrill. The team is made up of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. They believe in managing all aspects of a client's financial life to achieve success, working with tax planners, estate planners, and bankers to ensure everything is aligned with the client's goals. With professional designations and licenses, they provide the knowledge needed to navigate the complex world of wealth management.

Their approach focuses on understanding the client's priorities and adapting to their changing needs over time. By conducting a thorough Investment Personality Assessment, they tailor a financial approach to help clients pursue their goals. The Merrill Personal Wealth Analysis™ helps build a personalized plan centered on the client's goals. Regular check-ins allow for adjustments to the financial approach as life and market conditions change.

As Merrill Lynch Wealth Management Advisors, they offer a customized investment approach to address the client's needs and goals. With a commitment to putting the client first, they provide dedicated one-on-one relationships focused on personalized investment strategies. They offer the latest investment insights, tips, and strategies to help clients achieve their financial goals.

Certified by the CFP Board and other institutions, they provide comprehensive financial solutions and guidance. Investing involves risk, and they advise clients to consult legal and tax advisors before making any financial decisions. Merrill Lynch Financial Advisor David Refuerzo is dedicated to helping clients navigate the complexities of their financial lives and achieve their goals.