Estevan Escarsega
Hello, I'm Estevan Escarsega, and I've been in the financial services industry since 2018. I truly love building meaningful relationships with my clients, taking the time to understand their needs and goals. Outside of work, I enjoy the simple things that bring joy and meaning to life, such as spending quality time with my family, staying active, and enjoying great food. These moments keep me grounded and remind me of the importance of balance, both in life and in financial planning.
With a strong foundation in comprehensive financial planning, my approach is centered on helping clients make confident, well-informed decisions about their financial future. I believe that great financial advice begins with trust, transparency, and a deep understanding of what matters most to each individual or family I work with.
By taking the time to understand your unique goals, values, and circumstances, I develop tailored strategies designed to grow, protect, and preserve your wealth over time. I combine my expertise with clear, proactive communication, so you're never left in the dark and always feel supported in your journey.
Whether you're planning for retirement, navigating a life transition, or building a legacy for future generations, my goal is to help you with purpose and move forward with confidence.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
