A complete list of active advisors currently associated with Pacific Financial Strategies, Inc.
Warmer can help you find a great advisor at Pacific Financial Strategies, Inc. or one who fits your needs even better.
Pacific Financial Strategies serves individual investors and employer-sponsored retirement plans, offering asset management, financial planning and 401(k)/pension consulting. The firm manages client accounts on a discretionary basis and also provides standalone planning and consultation engagements. Portfolios are typically constructed using individual bonds, exchange-traded funds and mutual funds, with individual stocks and other public or private securities included when appropriate; the firm emphasizes continuous supervision with at least quarterly reviews and rebalancing. Its investment process draws on fundamental, technical, cyclical and intermarket analysis and is implemented consistent with client-designated objectives and any written account restrictions. Distinctive operational features include a fee-based seminar program covering retirement planning, Social Security and Medicare, which the brochure lists as offered to clients and the public. The firm also lists an unusually broad set of planning services — including corporate-structure work, cost-segregation studies and life-coaching — and discloses that representatives are licensed to sell commissionable insurance products, arrangements the brochure notes can create referral or compensation relationships.
To learn more about the advisors currently working at Pacific Financial Strategies, Inc., 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.
Name |
Location |
Years of experience |
|---|---|---|
Thousand Oaks, CA
| 10
| |
Thousand Oaks, CA
| 28
| |
Thousand Oaks, CA
| 8
|
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