Wigberto H Astacio
Advisor at Merrill — Los Angeles, CA S Hope St
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
9 years
Location
Los Angeles, CA 90071
Merrill
Institution
Wigberto Astacio is a Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since February 2023. He specializes in business and individual financial strategies, focusing on benefits planning, retirement, and wealth management. Wigberto's expertise draws on years of experience in retirement plan creation and participant education, enhanced by his Chartered Retirement Plans Specialist (CRPS) designation, Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA) credentials.
A graduate of Fordham University with a bachelor's degree in Political Science, Wigberto emphasizes a client-first approach that acknowledges individual learning styles to develop customized financial strategies. Motivated by his own upbringing in a hardworking family without access to financial education, he is dedicated to bridging the knowledge gap for his clients. In addition to his advisory work, he actively monitors economic and financial trends to remain informed and effective in his guidance.
Beyond his professional pursuits, Wigberto is involved with community organizations such as CSU (Community Service University) and Ciclavia. His personal interests include camping, golfing, hiking, music, reading, running marathons, traveling, watching movies, and writing.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Los Angeles, CA S Hope St
333 S Hope St
Los Angeles CA 90071
Advisors at this office
143
California · Texas
9 years of industry experience
Bank Of America, N.a.
2023 - Present • 3 years
Los Angeles, CA
Merrill
2023 - Present • 3 years
Los Angeles, CA
Mass Mutual Investors Services
2022 - 2023 • 1 year
Los Angeles, CA
MassMutual Life Insurance Company
2022 - 2023 • 1 year
Los Angeles, CA
Edward Jones
2021 - 2022 • 1 year
St Louis, MO
Principal Securities INC
2020 - 2022 • 2 years
Costa Mesa, CA
Principal LIfe Insurance
2019 - 2022 • 3 years
Costa Mesa, CA
UNEMPLOYMENT
2019 - 2019 • 1 year
Los Angeles, CA
YMCA Retirement Fund
2019 - 2019 • 1 year
New York, NY
ADP Broker Dealer Inc.
2015 - 2019 • 4 years
Los Angeles, CA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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