Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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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.*
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management 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, trust and fiduciary services from Bank of America Private Bank, 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.