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 |
|---|---|---|
Yorba Linda, CA
| 27
|
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