Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
After graduating from UCLA with an honors degree in Economics, Sal began his career as a brokerage house mail room clerk and quickly rose through the ranks in his quest to become a financial advisor. The combination of his university studies along with a work history that ranges from back-office operations to the trading floor of the NYSE has given him a thorough understanding of the investment industry that he utilizes in his business on a daily basis. Sal is currently based out of the Pasadena Merrill Lynch Wealth Management office where he is a Senior Vice President and Wealth Management Advisor nearing the completion of his 15th year in the finance industry. Sal has been a Wealth Management Advisor with Merrill since 2004. He takes great joy in developing and maintaining long-term relationships with clients as he helps guide them through all aspects of their financial lives in order to reach their financial goals.|Sal understands the unique challenges facing people at all stages of life especially during transition periods when individuals, business owners nearing retirement, or those already in retirement are concerned about income and making their savings last. This perspective has led Sal to aid the growing number of families entering these transition years when guidance may be needed to help individuals, their family members, and their friends navigate rapid financial changes that may confront a person during turning points in life whether related to health, lifestyle, or strategy planning for passing on wealth to the next generation.
In addition to his own areas of extensive knowledge, Sal has a network of internal specialists at Merrill who have the ability to provide specialized advice to help ensure that you will always receive the highest level of help available in today’s market. In addition to our internal specialists, he works closely with clients’ trusted advisors including attorneys and accountants in order to address their tax, trust, philanthropic and estate issues- including wealth transfer strategies – to truly be an essential resources.
Sal, a native of Southern California, resides here with his wife, Melissa, and his children , Estelle and Sal.
Spanish & English
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.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
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.