A complete list of active advisors currently associated with Pharaoh Financial Group, Inc.
Warmer can help you find a great advisor at Pharaoh Financial Group, Inc. or one who fits your needs even better.
Pharaoh Financial Group, Inc. provides financial planning and consulting to individuals, families and small business owners, and additionally accepts pension and profit‑sharing plans, trusts, estates, charitable organizations and corporations as clients. Services are delivered on an hourly or negotiated flat‑fee basis; the firm does not manage client assets or take custody, and implementation of investment recommendations is handled through an affiliated broker‑dealer while insurance recommendations may be implemented through the firm’s insurance brokerage capability. The firm’s advisory process emphasizes comprehensive, life‑centered planning, client education and regular monitoring, using fundamental and economic analysis to inform recommendations and monthly and annual reviews of plans and accounts. Rather than charging percentage‑of‑assets fees, Pharaoh Financial generally charges hourly or flat fees, and may recommend a range of solutions including mutual funds, ETFs, individual securities, annuities and insurance products implemented via affiliated channels. What is distinctive for a solo independent adviser is the firm’s formal affiliation with a national broker‑dealer for investment management in the advisor’s separate capacity, combined with longstanding insurance broker licenses that permit commissionable implementation of insurance solutions. Pharaoh Financial also explicitly lists pension consulting among its services and maintains industry securities and professional licensing, a combination of capabilities that is less common among similarly sized independent planning firms.
To learn more about the advisors currently working at Pharaoh Financial 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.
Name |
Location |
Years of experience |
|---|---|---|
Pacific Grove, CA
| 27
|
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