Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Pacific Canyon Investments serves individual and family clients, including high‑net‑worth households, while also advising a diverse set of institutional clients such as retirement plans and other investment advisers. The firm provides financial planning, portfolio management, financial consulting, and discretionary advisory services for institutional plans.
Its investment approach combines a tech‑forward, disruptive‑innovation focus with value‑based fundamental analysis, using tools like covered calls and option spreads for concentrated positions. Clients may elect negative screening or positive‑screening sleeves and receive separately managed accounts tailored to their objectives and risk tolerances.
Distinctive for a small, recently founded, minority‑owned adviser, Pacific Canyon accepts uncommon client types for its peer group — including sovereign wealth, banking and thrift institutions, state or municipal governments, and insurance entities — and provides institutional services such as investment policy development, manager due diligence, and participant engagement. The firm also offers customized educational seminars and workshops and maintains an independently operated tax‑preparation business that clients may engage separately.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Financial consulting fees based on annual household income, e.g., $3,000 to $12,000-$15,000 per year; institutional advisory services flat rate or 0.1% to 0.25%; educational seminars/workshops fees are negotiated
$0 - $250,000: 1.5% $250,000 - $1,000,000: 1.25% $1,000,000 - $5,000,000: 1.0% $5,000,000+: 0.75%
Minimum fee: $3,000 annual minimum fee applies to all advisory relationships Fee-only: Fee-only advisor; no commissions or sales charges accepted
Main office
See officeScottsdale AZ
Advisors at this office
1
Most active in
Arizona · California · Texas
Also doing business as
Pacific Canyon Investments · Pacific Canyon Investments LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Ekenna A
Verified by Warmer
Book time directly with this advisor
CFP®, AAMS®, AIF®, Series 66, Series 63
Scottsdale, AZ
Pacific Canyon Investments
Hi, I’m Ekenna Anya-Gafu, CFP, AAMS, AIF and the founder of Pacific Canyon Investments. I started this firm because growing up, I saw too many people make the wrong financial decisions, not because they didn’t care, but because no one ever showed them how. I decided to change that. After years in the industry helping build a firm from $200K to over $483M in assets, I launched PCI to bring honest, strategic, and empowering financial guidance to people from all walks of life. Whether you’re managing an IPO, a new or experienced healthcare worker, or want a better plan, I’m here to help.
Denisse A
Series 66
Lemon Grove, CA
Pacific Canyon Investments
Denisse Arebalo is a financial advisor at Pacific Canyon Investments with seven years of industry experience. She holds the Series 66 designation and has worked at Bay Street Capital Holdings and TD Ameritrade prior to joining Pacific Canyon Investments. Pacific Canyon Investments serves individuals, families, institutional clients, and plan sponsors, offering financial planning, asset management, and institutional advisory services. The firm’s investment approach blends a focus on disruptive innovation with value-based fundamental analysis and employs strategies including equity holdings and option tactics, alongside customized educational seminars for clients.
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