Pacific Sun Financial Corp
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Pacific Sun Financial Corp. provides discretionary portfolio management and investment advisory services to individuals (including high net worth clients), trusts, pension and profit-sharing plans, and business entities. The firm sponsors a wrap fee program and offers portfolios that may include stocks, bonds, mutual funds, ETFs, options and private securities, with additional insurance and annuity products available through licensed representatives.
Accounts are managed by the firm’s in‑house licensed investment adviser representatives who tailor strategies to clients’ stated objectives, risk tolerances and time horizons, using fundamental analysis and a mix of long‑ and short‑term approaches with ongoing monitoring and rebalancing. Clients may impose reasonable investment restrictions and retain proxy voting authority, while the firm emphasizes direct client contact and periodic performance reviews.
Noteworthy distinctions include its status as a wrap fee program sponsor (the firm absorbs transaction costs for that program, which can create incentives to limit trading or favor lower‑cost securities) and an affiliation with a separate law practice through a licensed attorney who is a related person but provides legal services outside the adviser’s business. The firm also manages client accounts internally rather than using outside portfolio managers and maintains a custodial relationship that provides institutional services and other benefits to the firm.
Client services
Expertise
Fee options
$0 - $999,999.99: 1.25% $1,000,000 - $4,999,999.99: 1.00% $5,000,000+: 0.75%
Main office
See office10940 Wilshire Blvd, Suite 1450
Los Angeles CA 90024
Advisors at this office
2
Offices (2)
Most active in
Arizona · California · Colorado · Florida · Hawaii · Illinois · Nevada · Texas · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Ryan F
Series 65
Los Angeles, CA
Pacific Sun Financial Corp
Ryan Fisher is a Series 65 licensed advisor with Pacific Sun Financial Corp in Los Angeles, CA, bringing nine years of industry experience. He is also president of a law firm specializing in contract review, business advising, and estate planning, and a partner in a racing event company that organizes race events and festivals. Ryan has been with Pacific Sun Financial Corp since 2017. Pacific Sun Financial Corp provides discretionary portfolio management and investment advisory services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm manages accounts internally using fundamental analysis and a combination of long- and short-term strategies, with a focus on client-specific objectives and ongoing monitoring.
Mitchell F
CFP®, Series 63
Aliso Viejo, CA
Pacific Sun Financial Corp
Mitchell Fisher is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Pacific Sun Financial Corp since 2016. Prior to this, he worked for B. Riley Wealth Advisors, Inc. for nine years. In addition to his advisory role, he is involved in insurance sales and occasionally participates in promotional work and interviews as an author. Pacific Sun Financial Corp provides discretionary portfolio management and investment advisory services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm manages accounts internally using fundamental analysis and tailored strategies, offering a wrap fee program and a range of investment and insurance products.
Robert H
Series 65
Los Angeles, CA
Pacific Sun Financial Corp
Robert Hearn III is a financial advisor at Pacific Sun Financial Corp in Los Angeles, holding a Series 65 designation with three years of industry experience. Prior to his advisory role, he worked at Aqua Blue Pool and Spa, Inc. for four years. Pacific Sun Financial Corp provides discretionary portfolio management and investment advisory services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm manages client accounts internally and offers tailored strategies using a variety of investment vehicles, emphasizing direct client contact and ongoing portfolio monitoring.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)