The Pacific Center for Financial Services

Anthony Schliesser is a CFP® with The Pacific Center for Financial Services in Danville, CA. He has been with the firm since 2026 and previously worked at Aspiriant for four years. The Pacific Center for Financial Services provides financial planning, consulting, and investment management to individuals, including high-net-worth families, family trusts, and retirement accounts. The firm emphasizes asset allocation and long-term diversification using fundamental, technical, and cyclical analysis across a range of investment vehicles.

John Bargmann is a financial advisor at The Pacific Center for Financial Services with 31 years of industry experience. He holds a Series 63 designation and has worked at the firm since 1997, previously associated with Cetera and Cetera Wealth Services, LLC. Bargmann serves as a board member of the Micki Rainey Scholarship Fund. The Pacific Center for Financial Services provides financial planning, consulting, and investment management to individuals, including high-net-worth families and retirement accounts. The firm focuses on asset allocation and long-term diversification using fundamental, technical, and cyclical analysis and manages approximately $960 million in assets across multiple offices.

Chad Franck is a financial advisor with The Pacific Center for Financial Services in Danville, CA. He holds a Series 66 designation and has 24 years of industry experience. He previously worked at Cetera Wealth Services, LLC for 13 years. Outside of advisory work, he is also a mortgage broker involved in first and second mortgages as well as FHA loans. The Pacific Center for Financial Services provides financial planning, consulting, and investment management services to individuals, including high-net-worth families and trusts. The firm focuses on asset allocation and long-term diversification using a combination of fundamental, technical, and cyclical analysis, managing portfolios that include mutual funds, ETFs, stocks, bonds, and alternative fund strategies.

Stephen Schliesser is a CFP® certificant with 40 years of experience in the financial services industry. He has been with The Pacific Center for Financial Services since 1997 and previously worked at Cetera and Cetera Wealth Services, LLC. Outside of his advisory role, he serves as CFO and treasurer for two homeowners associations. The Pacific Center for Financial Services provides financial planning, consulting, and investment management to individuals, including high-net-worth families and family trusts. The firm emphasizes asset allocation and long-term diversification, managing portfolios across a range of securities with daily monitoring and regular performance reviews.

Ashley Souza is a financial advisor at The Pacific Center for Financial Services with 20 years of industry experience. She holds the Series 66 designation and has worked at Cetera Wealth Services, LLC for 13 years and at Pacific Center Financial Services for over 22 years. The Pacific Center for Financial Services provides financial planning, consulting, and investment management to individuals, including high-net-worth families and family trusts. The firm emphasizes asset allocation and long-term diversification across a variety of investment vehicles and conducts regular portfolio monitoring and reviews.