2025 Midyear Outlook: On the road to recovery

Watch this webcast from our Chief Investment Office for insights on how you can prepare for the second half of the year, to help you make the most of the current investment landscape.

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I help you uncover what matters to you and your family to help create a strategy to pursue your financial goals.

Jesus Fernandez

Financial Advisor

1020 Marsh St

San Luis Obispo CA 93401

(805) 596.2204

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I help you uncover what matters to you and your family to help create a strategy to pursue your financial goals.

About MeInsightsAbout Merrill

Profile

About Me

It will be my pleasure to serve you.

I am husband and father of four beautiful children who is passionate about helping individual and families achieve their financial and other life goals. I am happy to help and enjoy the process of seeing others succeed.

Insights

A new look at portfolio construction

4 ways the ‘Big Beautiful Bill’ could affect your household finances

Countdown to 2035: Can we fix Social Security in time?

Managing debt as you approach retirement

A fresh look at Alternative Investments: Let’s Talk Alts

Feeling the ‘sandwich generation’ squeeze?

About Merrill

Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.