Alex Baer

Background

About Alex Baer

I am a partner at The Baer Group, Merrill Lynch Wealth Management in Pasadena, California. Our father son team is committed to serving a diverse clientele, consisting of families, individuals and successful business owners. With over 30 years of combined industry experience our team is highly skilled in developing flexible goals-based financial strategies for both the short and long-term. Our comprehensive approach to managing wealth begins with getting to know a client and the client's family, financial situation and what matters most to them. We then create a customized financial strategy with the flexibility to address your changing needs and changes in market conditions. I provide my clients with access to the investment insights of Merrill and banking convenience of Bank of America to help address the various aspects of clients' financial lives. Ultimately, I am driven by my passion for delivering excellent service and helping clients pursue their goals.Outside of the office, I pride myself on living an active and purpose driven lifestyle. I am passionate about my family, faith and fitness. On the weekend you'll likely find me playing basketball, baseball, golf, or serving in my church. I am born and raised in Pasadena, CA, but currently reside in Marina Del Rey as I love to spend time at the beach.Let's connect!Phone:(626) 356-2041Email: alex.baer@ml.com*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.