Sergio Santilli, Cfp®, Cpfa®
Wealth Management Advisor, Senior Vice President @ Merrill Lynch
About Sergio Santilli, Cfp®, Cpfa®
Sergio Santilli is a Wealth Management Advisor and Senior Vice President at Merrill Lynch, where he has worked since 2008. He holds a Bachelor's Degree from Cal Poly San Luis Obispo and is a CERTIFIED FINANCIAL PLANNER™ certificant, focusing on goals-based planning and client education.