Paul Pintek

Senior Vice President, Wealth Management Advisor
NMLS #1409626
12830 El Camino Real
San Diego CA 92130
(858) 677.1310
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My mission in life is to positively impact the lives of the people around me whether that is through a hand up, making someone smile or helping a family accomplish their financial objectives. I thrive on connecting with good people and hearing their stories because I learn something from them every day. Past service to my country and now my community are part of who I am today, and I've found that I'm at my best when I help others before myself.
Profile

With Merrill Lynch Wealth Management since 2013, Paul helps wealthy families, entrepreneurs and business executives with little time to worry about their daily financial affairs set specific financial goals and guides them in accomplishing those objectives. Focusing on families who are near or seeking a liquidity event, he coordinates with their trusted advisors and also partners with subject matter experts to provide solutions tailored to their unique needs based upon their risk tolerance, time horizon, liquidity needs, overall investment goals and the costs associated with the recommendation.

Those needs often include: generating post-liquidity event income, philanthropic gifting and family legacy planning. He received his bachelor's degree in Communication from the University of Arizona and his Master of Business Administration from the University of San Diego, with a concentration in investments and international business.

Prior to building his wealth management practice, Paul served 7 years on active duty as a Marine Officer with multiple deployments to Afghanistan and throughout the Asia Pacific. With a passion for giving back to veterans, he serves as President of the University of San Diego Alumni Veteran Network and is a trustee for the Mount Soledad Memorial Association. When not in the office, he loves to surf and hike Torrey Pines. He resides in La Jolla with his wife and son.

Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Vinh Tran
Wealth Management Banking Specialist
Merrill
About Merrill

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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.

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Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Paul Pintek is registered to do business in AZ, CA, CO, CT, DC, DE, FL, IL, MA, MD, ME, MI, MN, MS, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA.