Benjamin Green is a financial advisor at Pacific Wealth Advisory, LLC with seven years of industry experience. He holds a Series 65 designation and has served as managing partner and CPA at Thrive CPA, PLLC since 2021. His prior work includes roles at Green CPA, PLLC and Green Newton Jamison, LLP. Pacific Wealth Advisory provides investment management, retirement plan advisory, and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a long-term, asset-allocation approach using diversified mutual funds and offers both discretionary and non-discretionary portfolio management.

Ryan Robinson is a financial advisor with Pacific Wealth Advisory, LLC in Spokane Valley, WA, holding a Series 65 designation and two years of industry experience. He is also an equity partner at Thrive CPA, PLLC, where he provides accounting services. Robinson’s prior experience includes roles at Stauffer & Associates, PLLC and Butler, Robinson & Associates PS CPAs. Pacific Wealth Advisory offers investment management, retirement plan advisory, and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a long-term, asset-allocation approach based on Modern Portfolio Theory, utilizing diversified mutual funds and relying on third-party sub-advisors and operational support.

Robert Astin is a financial advisor at Pacific Wealth Advisory, LLC with two years of industry experience. He holds a Series 65 designation and has a background in accounting, serving as an equity partner at Thrive CPA, PLLC. Astin’s experience includes roles at Green CPA, PLLC and Schweitzer Engineering Laboratories. Pacific Wealth Advisory serves individual and high-net-worth clients, business entities, and retirement plans, providing discretionary and non-discretionary asset management, ERISA plan services, and financial planning. The firm employs a Modern Portfolio Theory-based investment approach, using institutional asset-class mutual funds and model portfolios across five mandates.