Darius Bahador
Advisor at Merrill
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.
About
Darius Bahador is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In his role, he collaborates with clients to understand their priorities and develop strategies aimed at pursuing their financial goals across short-, mid-, and long-term horizons. His approach includes providing guidance on general investing, retirement planning, and preparing for unforeseen financial needs. Additionally, he offers access to Bank of America specialists for services related to banking, credit, home financing, and small business solutions.
Darius holds the Chartered Retirement Planning Counselor™ (CRPC™) designation, as well as the Personal Investment Advisor (PIA) credential. He earned a bachelor's degree from McMaster University. Through ongoing discussions with clients, he provides tailored advice and guidance to address evolving financial goals and concerns.
Client services
Based on Merrill
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
General retirement planning
Wealth management
Location
1331 N California Blvd
Walnut Creek, CA 94596
Most active in
Darius B has reported serving >5 clients in these states in the last 12 months.
California · Texas
Work history
Bank of America, N.A.
2024 - Present (2 years)
Merrill
2022 - Present (4 years)
QSR West
2020 - 2021 (1 year)
One Planet Operations
2019 - 2019 (1 year)
McMaster University
2018 - 2022 (4 years)
Full Time Education
2013 - 2019 (6 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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
They're affiliated with a bank that may offer its own financial products and services.
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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
Lydia I
Series 65
Oakland, CA
FM Capital Group
Dave B
CFP®, CFA®
Orinda, CA
Private Financial Management LLC
Dave's experience in investment management and financial planning uniquely position him to serve as his client's independent trusted advisor - a personal chief financial officer that can discreetly navigate the tides affecting your financial life. Professional highlights include portfolio management on Union Bank municipal investment team which earned recognition as the best in the industry by Barron's in 2008 and 2009; lead investment management responsibility at a $300M financial planning firm; and working with amazing entrepreneurs, executives, and families. David's education includes a Chartered Financial Analyst (CFA) designation, a Certified Financial Planning (CFP) designation, and a U.C. Berkeley bachelor's degree where he conducted a study on evidenced based investment management with Haas Professor of Investments David Distad. David launched PFM to continue building upon his vision of complete personal financial management: discreet and unwavering focus on how expert financial management can help a client achieve her goals. From setting and achieving goals, to preparing you for all of life's contingencies and investing for your future - David helps his client's understand what they should be doing, and then helps them get it done.
Joseph C
ChFC®, Series 66
Walnut Creek, CA
Resolve Financial, LLC
Yoav K
Series 63, Series 65
Walut Creek, CA
West Coast Financial Wealth Management, Inc
Catherine C
CFP®
Oakland, CA
Curtis Financial Planning
Michael P
CFP®
Danville, CA
Power Investing
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