Merrill Lynch Financial Advisor Cullen Kafka
Business details
- Category
- Financial Services · Financial consultant, Financial planner
- Address
- 555 California St 9th Floor, San Francisco, CA 94104
- Phone
- (415) 676-2593
- Website
- advisor.ml.com
- Neighborhood
- Financial District-South Beach
- County
- San Francisco County
Hours
- Monday: 7 AM–3 PM
- Tuesday: 7 AM–3 PM
- Wednesday: 7 AM–3 PM
- Thursday: 7 AM–3 PM
- Friday: 7 AM–3 PM
- Saturday: Closed
- Sunday: Closed
About
Merrill Lynch Financial Advisor Cullen Kafka brings personal financial planning and investment guidance to the Financial District-South Beach neighborhood of San Francisco. We work with individuals and families across San Francisco and the wider Bay Area to build financial plans around their goals, whether that means saving for the future, growing investments, or planning for retirement.
Our approach starts with understanding where you are today and where you want to be, so every recommendation is tailored to your situation rather than a one-size-fits-all solution. We aim to explain each option clearly, so you can make confident decisions about your money with a clear picture of the trade-offs.
Our practice is based in San Francisco County and serves clients who value steady, ongoing guidance as their circumstances change over time.
To learn more or get started, visit our website or stop by to talk through your financial goals.
Our approach starts with understanding where you are today and where you want to be, so every recommendation is tailored to your situation rather than a one-size-fits-all solution. We aim to explain each option clearly, so you can make confident decisions about your money with a clear picture of the trade-offs.
Our practice is based in San Francisco County and serves clients who value steady, ongoing guidance as their circumstances change over time.
To learn more or get started, visit our website or stop by to talk through your financial goals.