Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Paul Bartschi is a Senior Financial Advisor and Vice President with Merrill Lynch Wealth Management. Paul works closely with clients that need assistance with their wealth management needs by offering financial advice in the areas of retirement planning, college planning, lending needs, and investing in the financial markets. Within his Wealth Management practice, he has also developed a niche that includes working closely with trust attorneys and fiduciaries that specifically work with individuals that are unable to care for themselves due to mental or physical incapacities. This can include working on court supervised matters such as conservatorships or working with a family trustee who manages the estate on behalf of a loved one.
Paul best serves his clients by developing customized financial roadmaps that reflect each client’s unique needs and priorities. He is skilled in anticipating critical decision points in a client’s financial life, assembling the information and resources that facilitate informed analysis and cohesive tactics. A clear communicator, Paul enjoys unwinding complexity, assisting clients in developing a more purposeful path forward.
Paul began his wealth management career in 2001 at Morgan Stanley. Four years later, he moved to Merrill. He earned his undergraduate degree in Political Science from California State University, Sacramento, and his M.B.A. with a concentration in Finance from California Lutheran University. Within Merrill, Paul is a specially qualified Senior Portfolio Advisor who, in addition to providing traditional advice and guidance, can draw from his experience to help clients pursue their objectives by building and managing custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Senior Portfolio Advisor may manage those strategies on a discretionary basis.
Paul lives in Camarillo, California, with his wife Sarah and their daughters, Ashley, Briana, and Isabella. A committed volunteer, Paul supports various charitable organizations and serves in his ecclesiastical leadership. He is a current board member and former chairman of the Boys and Girls Club of Camarillo. In his free time, he enjoys boating and motorcycle riding.
California State University Sacramento
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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.
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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.
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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.