Paul Bartschi is a Senior Financial Advisor and Vice President with the Special Needs Team at Merrill. Paul works closely with trust attorneys and fiduciaries, 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. Paul began his wealth management career in 2001. 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 has been a featured speaker multiple times at the statewide PFAC conference, Special Needs Symposium, as well as, multiple different BAR associations. A committed volunteer, Paul supports various charitable organizations. He is a current board member and former chairman of the Boys and Girls Club of Camarillo. In his free time, he enjoys boating and motorcycle riding. Paul lives in Camarillo, California, with his wife Sarah and their daughters, Ashley, Briana, and Isabella.
Merrill Lynch Wealth Management
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