A complete list of active advisors currently associated with Pacific Sun Financial Corp

Warmer can help you find a great advisor at Pacific Sun Financial Corp or one who fits your needs even better.

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.

To learn more about the advisors currently working at Pacific Sun Financial Corp, 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.