Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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 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 Lynch 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 Lynch 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
We along with your tax professional can help you understand how it might affect your investment strategy
Supported by the global resources of Merrill Lynch, 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 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.