Paul Pepperman, CFP®, CIMA®
Senior Vice President – Investments
Wealth Management Advisor
Portfolio Manager, PIA Program
Paul joined Merrill Lynch in 1984. His knowledge and commitment to financial services have been recognized with an appointment as Senior Resident Director of the Encino office — where he oversees a skilled Financial Advisor team — and as a member of the prestigious Resident Director's Advisory Council to Management.
Paul is "relentlessly dedicated" to providing individual, pension and business clients with outstanding service. He has been a member of Merrill Lynch's Circle of Excellence for 10 consecutive years. As a Portfolio Manager within the Merrill Lynch Personal Investment Advisory® (PIA) Program, he is specially qualified to combine sophisticated financial advice with professional portfolio management. He is a CERTIFIED FINANCIAL PLANNERTM certificant, a designation awarded by the Certified Planner Board of Standards, Inc., and also holds a Certified Investment Management AnalystSM (CIMA®) designation.
A Californian who has lived his entire life in the San Fernando Valley, Paul studied Political Science at UCLA and lettered on the Bruins' renowned fencing team for four consecutive years. He is a member of El Caballero Country Club, an avid golfer and is active in the community, serving as president of a synagogue and involved with the Jewish Federation of Los Angeles.
Paul lives in Woodland Hills with his wife, Jackie. They have two grown daughters. Both Paul and Jackie enjoy traveling and family activities.