A complete list of active advisors currently associated with Pacific Pension Advisors LLC

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

Pacific Pension Advisors provides retirement-focused advisory services to individuals, families, and employer-sponsored plans. Its offerings include comprehensive financial and retirement planning, pension/ERISA consulting for qualified plans, and assistance with insurance products and the selection of investment managers. The firm generally relies on third‑party managers to implement and custody investment portfolios, acting as a liaison to monitor manager performance and deliver ongoing reporting while the TPMs handle billing and execution. It delivers tailored financial plans coordinated with clients’ tax and legal advisors and conducts public educational webinars, seminars and workshops meant to inform plan sponsors and individual investors. Notable aspects of the firm include an affiliated insurance practice through which the firm’s principal offers and sells insurance products (receiving commissions), and referral arrangements with third‑party managers that provide ongoing portions of advisory fees; both relationships are disclosed as potential conflicts of interest. The brochure also emphasizes the firm’s capacity to serve as an ERISA 3(21) advisor or a discretionary 3(38) investment manager for retirement plans and the use of flat, fixed-fee planning options, with documented conflict‑mitigation procedures and fiduciary disclosures.

To learn more about the advisors currently working at Pacific Pension 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.

Name	Location	Years of experience
Charles Klumpp	Mission Viejo, CA	23

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