A complete list of active advisors currently associated with Pacific Wealth Partners, LLC

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

The firm provides comprehensive portfolio management and financial planning to individuals (including high‑net‑worth clients), trusts, estates, and business entities. It offers discretionary asset management, financial planning consultations, and can facilitate access to third‑party money managers and a range of public and private securities. The firm typically builds diversified portfolios using fundamental and qualitative analysis and an asset‑allocation framework that can include equities, fixed income, options, and both long‑ and short‑term holdings. Portfolios are monitored and rebalanced regularly, and the adviser may place client cash in conservative vehicles such as money‑market funds or CDs while coordinating with third‑party managers where appropriate. Compared with many peers, the firm manages a modest number of client relationships relative to its assets under management, which suggests a small, concentrated client roster and a high level of advisor involvement per account. The firm’s principal also maintains an affiliation with an insurance/annuity firm, devoting a small, disclosed amount of time to that business and receiving a percentage‑based compensation from it — a relationship the brochure discloses as a potential conflict of interest.

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