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Graham G
Series 63, Series 65
Santa Barbara, CA
Pacific Wealth Strategies Group, Inc.
Graham Guess is a financial advisor with Pacific Wealth Strategies Group, Inc. in Santa Barbara, CA, holding Series 63 and 65 licenses and 24 years of industry experience. He has worked at several firms including First Allied Advisory Services and First Allied Securities Group. Outside of finance, he is a band member of "I WANT MY 80'S" and is involved in modeling and acting. Pacific Wealth Strategies Group provides investment management, financial planning, and pension consulting to individuals, trusts, and employee benefit plans. The firm employs a customized investment approach combining fundamental and technical analysis to construct diversified portfolios across various asset classes.
Jeffery B
CFP®, Series 63
Santa Barbara, CA
Pacific Wealth Strategies Group, Inc.
Jeffery Brookshire is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Pacific Wealth Strategies Group, Inc. He has held roles at both Pacific Wealth Strategies and First Allied Advisory Services over the past two decades. Brookshire also works as an independent contractor in insurance, including fixed, life, health, and property & casualty insurance. Pacific Wealth Strategies Group provides investment management, financial planning, and pension consulting to individuals, trusts, and employee benefit plans. The firm employs a customized investment process that combines fundamental and technical analysis to construct diversified portfolios and actively monitors client accounts.
Erin N
Series 63, Series 65, Series 66
Santa Barbara, CA
Pacific Wealth Strategies Group, Inc.
Erin Neil is a financial advisor with Pacific Wealth Strategies Group, Inc. in Santa Barbara, CA, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. Her prior experience includes roles at First Allied Advisory Services, Inc. and First Allied Securities, Inc. Pacific Wealth Strategies Group provides investment management, comprehensive financial planning, and pension consulting to individuals, trusts, and employee benefit plans. The firm employs a customized investment process combining fundamental and technical analysis to construct diversified portfolios across multiple asset classes.
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