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 a firm‑sponsored wrap fee program for individuals, high‑net‑worth clients, trusts, retirement plans and business entities. The firm manages about $290 million through three licensed investment adviser representatives and offers portfolios composed of stocks, bonds, mutual funds, ETFs, options and certain private securities.
All accounts are managed in‑house by the firm’s investment adviser representatives and are tailored to client objectives, with ongoing monitoring, periodic review and rebalancing; the firm uses fundamental analysis and may employ both long‑ and short‑term strategies. As the sponsor of a wrap program, the firm absorbs transaction costs for participating clients and explicitly discloses related incentives and trade‑activity considerations, noting the custodian’s no‑transaction‑fee treatment of U.S. equities and ETFs.
The firm discloses a related‑party legal connection whereby clients may be referred to a separate law practice for legal services, and a principal is separately licensed to offer annuity and insurance products; those services are described as distinct from advisory activities and referrals are optional and unpaid. Pacific Sun also manages all wrap accounts internally rather than using outside portfolio managers, does not accept proxy‑voting authority, and states it imposes no account minimums for opening or maintaining accounts.
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:
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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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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.
Quick links
Advisors at this firm
Ryan F
Series 65
Los Angeles, CA
Pacific Sun Financial Corp
Ryan Fisher is a Series 65-licensed financial advisor with nine years of industry experience, currently with Pacific Sun Financial Corp since 2017. He also serves as president of a law firm specializing in contract review, business advising, and estate planning, and is a partner in a racing event company that organizes race events and festivals. Pacific Sun Financial Corp. provides discretionary portfolio management and a wrap fee program for individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm manages approximately $290 million through three licensed advisers, offering portfolios that include stocks, bonds, mutual funds, ETFs, options, and select private securities, with all accounts managed internally and tailored to client objectives.
Mitchell F
CFP®, Series 63
Aliso Viejo, CA
Pacific Sun Financial Corp
Mitchell Fisher is a CFP® with 18 years of industry experience, currently serving as an advisor at Pacific Sun Financial Corp since 2016. He previously worked at National Asset Management, Inc and National Securities Corporation from 2007 to 2016. Outside of his advisory role, Fisher is involved in insurance sales and has engaged in occasional promotional work and interviews as an author. Pacific Sun Financial Corp provides discretionary portfolio management and a firm-sponsored wrap fee program for individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm manages approximately $290 million across portfolios composed of stocks, bonds, mutual funds, ETFs, options, and certain private securities, with all accounts managed internally and tailored to client objectives.
Robert H
Series 65
Los Angeles, CA
Pacific Sun Financial Corp
Robert Hearn III is a Series 65-licensed financial advisor at Pacific Sun Financial Corp with three years of industry experience. Prior to joining the firm, he worked at Aqua Blue Pool and Spa, Inc. from 2016 to 2020. Pacific Sun Financial Corp provides discretionary portfolio management and a firm-sponsored wrap fee program serving individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm manages approximately $290 million through three licensed advisers, offering portfolios including stocks, bonds, mutual funds, ETFs, options, and private securities, with all accounts managed in-house and tailored to client objectives.
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