Robert Pastrana is a Wealth Management Advisor with Merrill Lynch Wealth Management at Bank of America. Since joining Bank of America in 2017, he has applied over 23 years of experience in investment, credit, and banking to help individuals and families achieve financial confidence and preserve their legacy through personalized wealth strategies. His expertise includes retirement planning, brokerage and cash accounts management, estate planning, investment management, tax-efficient planning, and real estate strategies.
As a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA), Robert focuses on creating clarity and actionable strategies tailored to clients at all stages of their financial journey. He works with clients on a broad range of focus areas, including college education planning, divorce transition planning, employee benefits, liquidity management, retirement income, portfolio management, small business strategies, and tax minimization. Robert approaches his role with a commitment to putting clients’ interests first and delivering measurable results.
Robert holds a Bachelor’s Degree from the California State University system. Outside of his professional work, he is involved in community service as a therapy dog handler for Children's Hospital Los Angeles and Pet Partners Therapy Animal Team. He is also active in the CrossFit community, holding a CrossFit® L-2 Certification, and pursues personal interests in golfing, running, skiing, Olympic weightlifting, and coaching others in physical training, nutrition, and recovery.