Please join the Merino Wealth Team (Jessica Merino, Addie Pesche and Michael Prieve), along with our moderators, Susie Chau and Nicolette de Guia, in watching our What Is Financial Planning Virtual Panel.
Gain clarity about what financial planning is and entails, learn how Merino Wealth can help clients reach their financial goals, as well as how we may be able to help you.
Click the video below to begin watching!
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