A complete list of active advisors currently associated with Pacific Wealth Strategies Group, Inc.

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

Pacific Wealth Strategies Group provides investment management, comprehensive financial planning, and pension consulting to individuals (including high‑net‑worth clients), trusts, and employee benefit plans. The firm delivers ongoing portfolio supervision and integrated wealth planning, typically charging asset‑based advisory fees for its services. PWSG describes a customized, fundamental‑analysis driven investment process supplemented by technical analysis, constructing diversified portfolios from equities, fixed income, mutual funds, and ETFs while monitoring accounts on a continuous basis. The firm also discloses the use of borrowing (margin) and options/derivative strategies in separately managed accounts, noting the added leverage, risk and potential impact on asset‑based fees that such strategies entail—practices that are statistically uncommon among peers. Operationally, PWSG’s advisory representatives are independent contractors who may co‑advise accounts and split fees internally, and the firm has recently disclosed constructive custody arising from clients’ standing letters of authorization for transfers. The brochure also discloses that some advisers are insurance agents who may recommend personal insurance products, a potential conflict that PWSG addresses through disclosures, a code of ethics, and client consent processes.

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