A complete list of active advisors currently associated with Pacific Crest Financial Advisors, LLC

Warmer can help you find a great advisor at Pacific Crest Financial Advisors, LLC or one who fits your needs even better.

Pacific Crest Financial Advisors, LLC provides personalized, fee-based financial planning and discretionary investment management to individuals, trusts, estates, small businesses, pension and profit‑sharing plans, and charitable organizations. The firm emphasizes comprehensive planning topics such as cash flow, tax and estate planning, education funding and retirement planning alongside portfolio oversight. Investment programs use a strategic asset allocation with a core-and-satellite approach — passively managed index and ETF exposure as the core with selectively added active managers — and employ both fundamental and technical analysis to implement client-approved investment policy statements. The firm typically documents goals in written investment policy statements and, for clients who elect ongoing wealth management, makes a comprehensive financial planning engagement the initial step before assuming discretionary management. Compared with many peers, Pacific Crest operates with a small advisory team managing assets for a limited number of clients, which supports more individualized relationship management and frequent, documented net worth and portfolio reviews. The firm is strictly fee-only (it does not accept commissions or product sales), does not vote client proxies (clients retain voting responsibility), and commonly engages other professionals only at the client’s direction.

To learn more about the advisors currently working at Pacific Crest Financial Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.