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Stanford B
Series 63, Series 65
Sierra Madre, CA
Merrill
Stanford Baer is a Wealth Management Advisor at Merrill Lynch Wealth Management in Pasadena. He has been in the financial services industry since 1986 and serves high net worth individuals, families, charitable organizations, and business entities. His approach centers on "full balance sheet" wealth management, providing advice and recommendations tailored to each client’s unique needs and financial situations. Stan’s expertise spans multiple disciplines, including banking and investment management, commercial lending and cash flow analysis, estate planning services, and tax minimization strategies. He focuses on areas such as executive compensation, family wealth management strategies, legacy planning, retirement planning, portfolio management, small business strategies, and both individual and corporate investment strategy. His client base includes business owners, professionals in the entertainment industry, and multi-generational families. He holds a Bachelor’s Degree from the University of California, Los Angeles, and maintains the professional designation of Personal Investment Advisor (PIA). Stan has lived in the greater Los Angeles area since 1980 and currently resides in Sierra Madre with his wife and children. Outside of work, he enjoys antiquing, baseball, fishing, football, and spending time with his family.
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