A complete list of active advisors currently associated with PCD Wealth Strategies

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

PCD Wealth Strategies is a newly registered California investment adviser that provides comprehensive retirement planning and advisory services and a specialized Business Reinvestment Strategist offering for succession planning and organizational continuity. The firm’s stated clients include individuals (both non‑high‑net‑worth and high‑net‑worth), self‑employed persons, small business owners, and non‑profit organizations, and it also offers bookkeeping services separately for business clients. The firm delivers non‑discretionary, fiduciary advice focused on building long‑term financial models tailored to client goals and risk tolerance; it does not custody assets, place trades, or accept trading authority. Its analytical approach combines fundamental analysis and third‑party research and contemplates a range of vehicles — including mutual funds, ETFs, REITs, and insurance‑based strategies — described at the asset‑category level rather than by acting as a portfolio manager. Distinctive elements in the brochure include an affiliated insurance agency and active insurance licensing that permit the firm to recommend and sell life and disability insurance, with commissions disclosed as a material conflict of interest and mitigations described. The firm also highlights an uncommon service mix for a firm of this type — a multi‑month, implementation‑focused succession program for organizations, QuickBooks‑based bookkeeping support, and a combination of flat and hourly billing (with a disclosed hourly rate and fee caps) rather than asset‑based management fees.

To learn more about the advisors currently working at PCD Wealth Strategies, 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
Paul Dozier	Long Beach, CA	1

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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.

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