Robert M Pastrana

What do you do for a living?

I help individuals and families achieve financial confidence and preserve their legacy through personalized wealth strategies for retirement, brokerage, and cash accounts—identifying opportunities to improve planning, performance, and cost.

There are thousands of Financial Advisors out there, why you?

I come from humble beginnings, which gives me a deep appreciation for the power of generational wealth and the responsibility that comes with it. These perspectives shape how I work—proactively identifying opportunities and taking decisive steps to help clients achieve their goals. As a CFP® professional, I don’t just advise; I execute strategies that are designed to put my clients’ interests first and deliver measurable results.

What kind of people do you work with?

I work with individuals and families from all walks of life because financial decisions impact everyone. My approach is to meet clients where they are—whether they’re ready to dive in or prefer to take things step by step. I focus on creating clarity and actionable strategies while building trust at a pace that feels right for each client.

My life pursuit is to never stop growing, both personally and professionally. Outside of wealth management, I’m deeply committed to fitness and golf. Competing in CrossFit® and pursuing excellence on the golf course aren’t just hobbies—they’re disciplines that demand consistency, resilience, and focus. These qualities shape how I approach my work: with determination, precision, and a mindset for continuous improvement.

I joined Bank of America in 2017 and bring over 23 years of experience in investment, credit, and banking. I guide clients through investment management, estate planning needs, and wealth preservation, helping to ensure plans are executed effectively. In addition to investment strategies, I incorporate tax-efficient planning and work with clients on real estate strategies—whether it’s improving cash flow, optimizing tax outcomes, or structuring financing for new properties.

I’m passionate about giving back, teaching financial literacy classes at Los Angeles Unified District Schools and volunteering for career development programs in the inner city. I’m an avid golfer and active in the CrossFit® community, holding a CrossFit® L-2 Certification. I also enjoy Olympic weightlifting, skiing, and coaching others in physical training, nutrition, and recovery.
*Banking and Lending Services are through Bank of America, N.A. (NMLS#582212)