Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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 high intensity functional fitness, 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
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July 1st, 2020|3:00 PM PST
"Securing Social Security: Today, Tomorrow & for the Future"
Featuring Gail Buckner, CFP, CRPS, AIF, CHSA
Senior Vice President and National Financial Planning Spokesperson
at Franklin Templeton Investments
-What is Social Security and how did we get here?
-How do I determine the right age to file?
-What are my options once I’ve started claiming my benefits?
-What is available to me if I am divorced or widowed?
*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management consultants.
*CRPC® and Chartered Retirement Planning Counselor℠ are registered service marks of the College for Financial Planning.
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 periodically 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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Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
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.
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.
We will work to help you stay on track, regardless of what the markets are doing.