Wigberto Astacio
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.
Firm
Merrill
Location
Los Angeles, CA 90071
Credentials
Series 63, Series 65
Industry experience
9 years
About
Wigberto Astacio is a Financial Advisor with Merrill Lynch Wealth Management, specializing in wealth management strategies for individuals and businesses. Since joining the firm in February 2023, he has focused on providing tailored solutions in areas such as employee benefits planning, personal retirement planning, family wealth management, and institutional investment consulting. Wigberto's expertise includes college education planning, legacy and philanthropic planning, small business strategies, and divorce transition planning, supported by his extensive experience in retirement plan creation and participant education.
Wigberto holds a bachelor's degree in Political Science from Fordham University and has earned the Chartered Retirement Plans Specialist™ (CRPS™) and Personal Investment Advisor (PIA) designations. His approach to financial advising emphasizes education, transparency, and customization, aiming to align financial strategies with his clients' unique goals and learning styles. Motivated by his personal background and dedication to client-first service, Wigberto remains committed to staying informed about market trends and economic developments to provide informed guidance.
Outside of his professional work, Wigberto participates in community activities including CSU, Community Service University, and Ciclavia. His personal interests include camping, golfing, hiking, music, reading, running marathons, traveling, watching movies, and writing.
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
College savings (529s, UTMA, etc.)
Divorce financial planning
Business ownership considerations
Location
333 S Hope St
Los Angeles, CA 90071
Most active in
Wigberto A has reported serving >5 clients in these states in the last 12 months.
California · Texas
Work history
Bank Of America, N.a.
2023 - Present (3 years)
Merrill
2023 - Present (3 years)
Mass Mutual Investors Services
2022 - 2023 (1 year)
MassMutual Life Insurance Company
2022 - 2023 (1 year)
Edward Jones
2021 - 2022 (1 year)
Principal Securities INC
2020 - 2022 (2 years)
Principal LIfe Insurance
2019 - 2022 (3 years)
UNEMPLOYMENT
2019 - 2019 (1 year)
YMCA Retirement Fund
2019 - 2019 (1 year)
ADP Broker Dealer Inc.
2015 - 2019 (4 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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
Joo Hong K
Series 63, Series 65
Los Angeles, CA
Solomon Investment Consulting, Inc.
Max P
CFP®, Series 66
Playa Del Rey, CA
Pashman Financial LLC
Dominic W
Series 65
Los Angeles, CA
MDW Capital Management Corp.
Mark G
Series 63
Los Angeles, CA
Haleakala Investment Advisors
Joseph L
Series 65
Santa Monica, CA
Joseph C. Longo, Attorney At Law
George G
CFP®, Series 66
Santa Monica, CA
Guttman Financial Planning
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