A complete list of active advisors currently associated with Pacific Wealth Care Inc.

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

Pacific Wealth Care Inc. provides financial planning and asset-allocation/portfolio management to individuals and families, including high-net-worth clients, offering services that cover retirement, tax, estate, education and business planning. The firm delivers ongoing portfolio monitoring and tailored financial planning advice that may be broad or focused depending on each client's needs. The firm's investment process emphasizes client-directed decisions: accounts are managed on a primarily non-discretionary basis so recommendations and rebalancing are implemented only after client consultation, and portfolios typically use open‑end mutual funds, ETFs and, when appropriate, individual stocks and bonds informed by fundamental and economic analysis. The firm also sponsors a wrap fee program and serves as portfolio manager within that program, and it leverages institutional custodial and technology services for trade execution and reporting. What distinguishes the firm from many peers is the combination of a wrap‑sponsored management offering with predominantly non‑discretionary assets — the brochure discloses approximately $68 million under continuous non‑discretionary management — and an affiliated accounting practice operated by the firm’s principal. The affiliated CPA practice, which is disclosed as a separate source of compensation and a potential conflict of interest, means clients have access to integrated tax and accounting services alongside advisory work, while the firm’s concentrated client base results in more individualized, client‑approved portfolio activity.

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

Name	Location	Years of experience
Kathleen Harney	Yorba Linda, CA	27

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.

Find your advisor

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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support