Paul Chazarreta

Agent Details

About Paul

With nearly two decades of experience in real estate finance, wealth management, and investment strategy, Paul Chazarreta, MBA, brings a unique perspective to helping clients navigate one of the most important financial decisions of their lives. Paul began his career in the mortgage industry in 2006 and later spent more than a decade serving affluent and high-net-worth clients as a Private Client Banker. During this time, he maintained his Mortgage Loan Originator (NMLS) license from 2010 to 2020, helping individuals and families secure financing for home purchases and refinances while facilitating more than $46 million in residential mortgage financing. Working closely with homeowners, investors, and business owners gave him a comprehensive understanding of lending, credit, wealth management, and the role real estate plays in building long-term financial security. In 2020, Paul transitioned to Merrill Lynch Wealth Management as a Financial Advisor, where he advised clients on portfolio construction, retirement planning, estate considerations, and alternative investments. This experience broadened his ability to help clients evaluate financial decisions through a long-term wealth-building lens. Today, Paul combines his background in banking, financial planning, and real estate investing to provide clients with guidance that extends beyond the transaction. Whether assisting first-time homebuyers, experienced investors, or families looking to build generational wealth, he is committed to helping clients make confident decisions that align with both their personal goals and long-term financial objectives. Known for his educational approach, integrity, and client-first philosophy, Paul believes every real estate transaction is more than a sale—it is an opportunity to build wealth, create stability, and lay the foundation for future generations.

Specialties