A complete list of active advisors currently associated with Pacific Wealth Advisors

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

Pacific Wealth Advisors provides advisory and consulting services primarily to institutional and plan-level clients, including corporate pension and profit-sharing plans, plan sponsors, Taft-Hartley plans, foundations, endowments, and other institutions. The firm offers retirement consulting, investment and financial planning support, and periodic reporting rather than acting as a discretionary manager for individual retail accounts. The firm’s process blends macro‑economic analysis (market trends, interest rates, sector performance) with client-specific inputs (goals, risk tolerance, time horizons) to set strategic allocations and make tactical adjustments as needed. Services are generally non‑discretionary and delivered on an engagement basis, with clients receiving custodial statements from third‑party custodians and the firm typically using hourly or fixed-fee arrangements for planning and consulting work. Compared with many investment manager peers, the firm’s principal also operates in sales capacities uncommon for this category: acting as a registered representative of a broker‑dealer and as a licensed insurance agent, and offering securities and insurance products that can generate commissions. The firm emphasizes disclosure of these potential conflicts, and it highlights pension consulting and fee arrangements that rely more on hourly and fixed fees than on traditional percentage‑of‑AUM advisory billing.

To learn more about the advisors currently working at Pacific Wealth Advisors, 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.