Marvin Tsao
Financial Advisor
800 E Colorado Blvd
Pasadena, CA 91101
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

A graduate from the University of Michigan—Ann Arbor, Marvin Tsao is the latest new member in the Pan Group. During his time in University, he attained a Bachelors in Science in Economics, with a specialization in American Industries. He’s focused and dedicated to assisting clients with their long, or short, term financial planning. And fundamentally, he strives to provide the best client experience possible.


Prior to Merrill, he worked as a data scientist at the Jet Propulsion Laboratory. There, he conducted near infrared observations of Jupiter from the 1.58 - 5.1 micron range. He regularly worked on reducing and analyzing these observations, making cylindrical maps, atmospheric analysis, and finding trends.


Currently, he enjoys the game of chess, world history, going to the gym, and learning new things.
About Me

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

About Merrill

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.

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Marvin Tsao is registered to do business in CA, DC, FL, IL, IN, MA, MO, NC, NH, NJ, NV, NY, OK, PA, TX, WA.