The Felten Group
21215 Burbank Blvd
Woodland Hills CA 91367
(818) 227.6320
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The team is committed to understanding your values and what you want to accomplish with your assets. One-on-one conversations and communication help us get to know who you are and what you and your family want for your individual lifetimes.  We can help you concentrate on pursuing your life goals while also working with you to plan your legacy.
Welcome

As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together to preserve and grow wealth, you will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform, and a full spectrum of investment choices.

We provide financial services to a limited number of high net worth individuals, families and small businesses. Our focus is to develop long-term relationships with our clients. It is very important for us that our clients enjoy working with us, have reasonable long term goals and share our philosophy of investing.

Recognition
Paul Felten
Senior Vice President, Senior Financial Advisor
Forbes "Top Next-Generation Wealth Advisors Best-in-State", 2022-2023
(Published annually Aug - September. Rankings based on data as of March 31 of current year.)
About Us
Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.

Meet Our Team
Paul Felten,

CRPC™

Senior Vice President, Senior Financial Advisor
818.227.6320
Evelyn Vallarta
Registered Wealth Management Client Associate
818.227.6380
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.
Peter Schintzler
Associate Investment Advisory Specialist
Merrill
Ally Bowdoin
Wealth Strategies Advisor
Bank of America, N.A.
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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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.