TRUSTED FINANCIAL ADVISOR

Trusted • Verified • Professional

Mr Geraldo M Alves CFP

Mr Geraldo M Alves CFP

Merrill Lynch, Pierce, Fenner & Smith, Incorporated

800 E Colorado Blvd FL 4, Pasadena, CA

90% Trust Score
Compensation
Commission and Fee
Min. Assets
$500,000
Languages
Portuguese, Spanish, English
License
Not Validated

Areas of Expertise

Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Elder Care

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