Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Robert Matthew Pastrana, CFP® is a Financial Advisor at Merrill Lynch Wealth Management. Robert joined Bank of America in October of 2017, and has over 17 years of investment, credit and banking experience supporting the needs of high net worth individuals and their families, as well as charitable organizations. He provides wealth management services to help clients navigate the intricacies of investment management, estate planning strategies, asset preservation and wealth transfer strategies. He also delivers credit solutions across various channels including business, philanthropic, and residential and commercial lending.
Robert was assistant vice president and a relationship manager at Wells Fargo Bank from 2010 to 2017. He was responsible for understanding and assisting High Net Worth clients with their comprehensive goals and objectives. Robert assembled teams that included partners in the Wealth Management Private Bank, Residential and Commercial Lending Groups, Treasury Management, and (WFA) Wells Fargo Advisors. Robert actively led and coached an affluent client segmentation strategy covering 8 offices that aligned complex client needs with the right professionals.
Robert is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.
Robert and his dog are a Therapy Dog Team with the Children's Hospital Los Angeles Amerman Family Foundation Dog Therapy Program. He is also a Therapy Dog handler for Pet Partners; the largest and most prestigious non-profit registering therapy dogs and other therapy animal pets. An avid supporter of his local community, Robert teaches financial literacy classes at Los Angeles Unified School District High Schools. He also volunteers his time with career development speeches in inner city schools.
In his spare time Robert is an avid golfer, enjoys Olympic weightlifting and competing in CrossFit, Corgi dog ownership, traveling internationally, skiing, and watching sports; especially football.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
California State University Los Angeles
Our experts examine the forces that are changing the world – and how they may impact your life
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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 you stay on track to 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.
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It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
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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 Wealth Management 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.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, 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.