Merrill Lynch Irvine Spectrum

Merrill Lynch Irvine Spectrum

About Us

I am a Senior Partner on a local wealth management team with Merrill Lynch in Irvine. My team and I help individuals and businesses with;

• Retirement Accumulation and income planning strategies
• Tax efficient investing / Liquidity planning
• Concentrated stock risk management
• Liability Reviews

Highlights

  • CERTIFIED FINANCIAL PLANNERâ„¢

Images

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Merrill Lynch

Rep/Contact Info

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Michael Scherer
Vice President / Sr. Portfolio Advisor