Maro’s longevity in the industry has taught him the value of process, discipline and client care. Having managed clients’ money and emotion amid the volatility of 2000, 2008 and 2020, Maro feels proud that virtually all of those clients remain with him today. He believes that’s due in large part to his ability to provide enlightened retirement income planning, wealth transfer strategies, and tax-efficient investment guidance.

A highly credentialed lifetime learner, Maro Paz holds the CERTIFIED FINANCIAL PLANNER^™, CFP^® certification from the Certified Financial Planner Board of Standards and the Certified Plan Fiduciary Advisor, CPFA^TM designation, awarded by the National Association of Plan Advisors (NAPA).

On behalf of multiple generations of families in Oregon and more than ten other states, Maro has honed a hands-on, planning-based approach that has resulted in friendly and familial relationships. In addition to his financial skills, Maro’s ability to focus attentively on clients when their lives are in motion can be especially beneficial. He offers an extra measure of insight and consideration serving special needs families and clients caring for elderly parents.

In each relationship, Maro considers the broad canvas of a client’s life. Despite their wealth, some wrestle with the right balance – for enjoying it now, saving for retirement, funding a child’s education, creating a family legacy, or supporting a worthy cause. As a goals-based financial advisor, Maro helps clients explore their objectives – rather than focus on beating a benchmark. Often he asks, “What’s your primary concern, financial or otherwise? What does a rewarding retirement look like? What do you want to accomplish that you don’t think is possible? And what role would you like me to play?”

With a solid understanding of what each client would like to accomplish, Maro examines both sides of their balance sheets – assets and liabilities. Doing so allows him to find aspects of their financial pictures that should be addressed – the first step in helping achieve their objectives.

When it comes to investments, Maro formulates diversified client portfolios that may include individual equities, bonds, ETFs and mutual funds. Looking for a rate of return needed to satisfy each client’s goals – not a market-based model – Maro relies on the firm’s Chief Investment Office for its award-winning equity research and Merrill’s planning tools.

He also crafts tax-minimization and estate-planning strategies – often in concert with clients’ CPAs and attorneys or professionals that he can recommend. In addition, he offers clients ready access to residential, securities-based and aviation lending through Bank of America, N.A.

An Oregon native, Maro became fascinated with investments at a young age – later trading stocks and options while an undergrad in college. Maro holds a Bachelor’s degree in Business Administration with a concentration in Finance from the University of Oregon (and a minor in Spanish), as well as Master of Science degree in Personal Financial Planning from The College for Financial Planning.

Maro also holds a place in his heart for skiing. In fact, he skied competitively on the Warsteiner Pro Mogul Tour in the mid-1990. Today, he is still active on the slopes with his wife, Kari Myhre-Paz, and their three children. He has also run the NYC Marathon with Kari and has cycled across the country with his family. On his own, Maro enjoys mountain and road biking, running and playing golf. He financially supports several local charities and has volunteered as a reviewer for the United Way’s local bi-annual funding requests.


*NMLS#1924020 *Institutional Investor magazine announced BofA Global Research as one of the Top Global Research Firms in 2022 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. BofA Global Research is research produced by BofA Securities, Inc (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. Learn more about the methodology at Institutional Investor. Rankings and recognition from Institutional Investor are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.

 
*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.
*The Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy and global markets; portfolio management solutions; due diligence; and solutions oversight and data analytics. CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N.A., (“Bank of America”) and Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S” or “Merrill”), a registered broker-dealer, registered investment adviser and a wholly owned subsidiary of Bank of America Corporation