Mr Steven C Merrell CFP
Monterey Private Wealth
2340 Garden Rd Ste 202, Monterey, CA
90% Trust Score
Compensation
Fee Only
Min. Assets
$1,000,000
Languages
English
License
Not Validated
Areas of Expertise
Asset Allocation, Budget Development, Charitable Giving, Debt Management, Education Planning, Employee and Employer Plan Benefits, General Financial Planning
Client Reviews (1 reviews)
1
Happy
0
Unhappy
0
Neutral