A complete list of active advisors currently associated with Pacific United Planning, Inc.

Warmer can help you find a great advisor at Pacific United Planning, Inc. or one who fits your needs even better.

Pacific United Planning, Inc. provides fee‑only financial planning and discretionary investment management to individuals and select corporate or business clients, and offers one‑time consultations as well as ongoing comprehensive planning arrangements. The firm manages client assets through its own wrap fee program and also provides discretionary management via a third‑party platform administered through Orion Portfolio Solutions. The firm’s investment process combines modern portfolio theory with fundamental and technical analysis to create documented investment policy statements and customized strategic or tactical asset allocations, and it accepts discretionary authority to implement those strategies. Accounts are reviewed at least quarterly with more frequent monitoring as needed, and clients can impose investment restrictions that are reflected in tailored plans. The firm is notable among peers for sponsoring a wrap fee program and for publishing newsletters and offering public seminars and workshops, features that are statistically uncommon for independent advisers of this size. The brochure also discloses that the firm’s principal maintains outside employment as a commercial airline pilot (about 20% of time), a non‑investment activity the firm says does not create crossover client conflicts.

To learn more about the advisors currently working at Pacific United Planning, 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.