Pete Baumstark
,
Vice President, Wealth Management Advisor
5260 North Palm Ave
Fresno, CA 93704
559.436.3322
Learn more about an advisor's background on
Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  I can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.
Welcome

Peter D. Baumstark, CFP®, CRPC
Vice President
Wealth Management Advisor

Since 1990, Peter has been providing financial and wealth management advice and services to individuals, affluent families, and businesses. His focus is portfolio asset allocation, investment management, as well as retirement and wealth planning. For business clients, Peter provides advice in the areas of cash management and employer retirement plans.

Peter begins the wealth management process by thoroughly discussing each client’s goals and expectations. Equipped with this knowledge, he can help clients set targeted objectives that are flexible enough to adapt to their changing needs.

Peter understands that each family and business owner has unique circumstances requiring individualized attention. He works closely with his clients’ other trusted advisors including attorneys and accountants to address his clients' tax, trust, philanthropic and estate issues--including wealth transfer strategies--to truly be an essential resource.

Peter is a CFP® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and he holds the CRPC, Chartered Retirement Planning Counselor designation awarded by the College for Financial Planning Institutes Corp. He attended California State University, Fresno.

Meet Our Professional Staff
Deniell L Tipton, CPFA™,CRPC™
Wealth Management Client Associate
559.436.3318
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.

About Merrill
Fresh perspectives

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.

Personalized planning

Helping you create a personalized plan

At Merrill, we go beyond the traditional role of an advisor.

  • Your goals, concerns and attitude about investing are the foundation of your plan.
  • We actively listen and provide personalized advice — ensuring we understand what matters most to you and your family.
  • We're committed to creating a personalized plan that evolves with you to help you live well today while preparing for the future.
Team and resources

Giving you access to our teams and solutions

Your advisor is one part of an experienced team dedicated to helping you achieve your goals. Acting as your single point of contact, your advisor provides personalized strategies and connects you with:

  • Bank of America specialists, such as mortgage or trust professionals
  • Timely insights from BofA Global Research1 to help you stay informed and navigate ever-changing markets
  • A full suite of Merrill investing and Bank of America banking solutions

1BofA Global Research is research produced by BofA Securities, Inc. ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation ("BofA Corp.").

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Peter Baumstark is registered to do business in AZ, CA, FL, ID, ME, NC, NY, OH, TX, WA.