Paul Bartschi

Paul Bartschi

Merrill Lynch Wealth Management

Paul Bartschi is a Senior Financial Advisor and Vice President at Merrill Lynch Wealth Management. Paul works closely with trust attorneys and fiduciaries in the Greater Los Angeles area, helping them better serve their clients by developing customized financial roadmaps that reflect each client’s unique needs and priorities. He is skilled in anticipating critical decision points in a client’s financial life, assembling the information and resources that facilitate informed analysis and cohesive tactics. A clear communicator, Paul enjoys unwinding complexity, assisting clients in developing a more purposeful path forward. Paul began his wealth management career in 2001 at Morgan Stanley. Four years later, he moved to Merrill. He earned his undergraduate degree in Political Science from California State University, Sacramento, and his M.B.A. with a concentration in Finance from California Lutheran University. Paul is proud to be part of the Forbes “Best-in-State Wealth Management Teams” list, (published annually in January. Rankings based on data as of March 31 of prior year), 2024 and 2023 as a member of The Special Needs Team.

Paul lives in Camarillo, California, with his wife Sarah and their daughters, Ashley, Briana, and Isabella. A committed volunteer, Paul supports various charitable organizations and serves in his ecclesiastical leadership. He is a former board member and chairman of the Boys and Girls Club of Camarillo. In his free time, he enjoys boating and motorcycle riding.

Conference Sessions

Lunch Time General Session - A View From The Bench - Planning & Investment Management
B4 – The Court’s View on the Perfect Accounting
Pre Conference Intensive A