Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Peter D. Baumstark, CFP®, CRPC®
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 CounselorSM) designation awarded by the College for Financial Planning. He attended California State University, Fresno.
*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S. *CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.*
We along with your tax professional can help you understand how it might affect your investment strategy
The following specialists do not make securities recommendations. Please contact your Financial Advisor if you have questions about how a specialist might be able to assist you.
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.