Peter Baumstark
Peter D. Baumstark, CFP®, CRPC
Vice President
Wealth Management Advisor
Since 1990, Peter has been providing financial and wealth management advice and services to individuals, affluent families, and businesses. His focus is portfolio asset allocation, investment management, as well as retirement and wealth planning. For business clients, Peter provides advice in the areas of cash management and employer retirement plans.
Peter begins the wealth management process by thoroughly discussing each client’s goals and expectations. Equipped with this knowledge, he can help clients set targeted objectives that are flexible enough to adapt to their changing needs.
Peter understands that each family and business owner has unique circumstances requiring individualized attention. He works closely with his clients’ other trusted advisors including attorneys and accountants to address his clients' tax, trust, philanthropic and estate issues--including wealth transfer strategies--to truly be an essential resource.
Peter is a CFP® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and he holds the CRPC, Chartered Retirement Planning Counselor designation awarded by the College for Financial Planning Institutes Corp. He attended California State University, Fresno.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
