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Cepa® Paul Pintek

Senior Financial Advisor, Senior Portfolio Advisor

Paul Pintek is a Senior Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management in San Diego, California.1 He holds the CIMA® (Certified Investment Management Analyst) and CEPA® (Certified Exit Planning Advisor) certifications.1 Pintek has been with Merrill Lynch since February 2015, serving as a First Vice President.1

Pintek's professional focus includes:

  • Helping wealthy families, entrepreneurs, and business executives set and accomplish financial goals1
  • Specializing in families seeking liquidity events1
  • Coordinating with clients' trusted advisors and subject matter experts1
  • Providing strategies for post-liquidity event income, philanthropic gifting, and family legacy planning1

His educational background includes:

  • Bachelor's degree in Communication from the University of Arizona (2002-2006)1
  • MBA from the University of San Diego, concentrating in investments and international business (2013-2015)1

Prior to his financial career, Pintek served 7 years on active duty as a Marine Officer, including deployments to Afghanistan and the Asia Pacific.1 He remains involved in veteran causes, serving as President of the University of San Diego Alumni Veteran Network and as a trustee for the Mount Soledad Memorial Association.1

Personally, Pintek resides in La Jolla with his wife, Trisha, and enjoys surfing and hiking Torrey Pines in his free time.1

Highlights

Jan 1 · advisor.ml.com
Del Mar CA - Merrill Advisor Match
Del Mar CA - Merrill Advisor Match
Paul B Pintek, Financial Advisor in San Diego, CA | Invested Better

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Cepa® Paul Pintek
Cepa® Paul Pintek, photo 1
Cepa® Paul Pintek, photo 2
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Location

San Diego County, California, United States