The Pacific Center For Financial Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The Pacific Center for Financial Services advises individuals, high‑net‑worth families, family trusts and retirement accounts, offering financial planning, consulting, and investment management services. As of June 30, 2026, the firm reported $1,097,003,444 in assets under management, with $1,043,839,757 managed on a discretionary basis.
PCFS runs a Managed Account Program (MAP) that emphasizes diversified, asset‑allocation‑based portfolio management using no‑load and certain load‑waived mutual funds, selected stocks, ETFs and bonds, and may incorporate models or research developed with independent advisors while retaining final decision authority. The firm employs fundamental, technical and cyclical analysis, monitors MAP holdings daily, provides at least quarterly performance reporting and offers annual review outreach; financial planning engagements are delivered as stand‑alone written reports with recommended annual updates.
Distinctive aspects disclosed in the brochure include the firm’s long registration history and private ownership by the Schliesser Family Trust, a recent update to its ADV reflecting an added office location, and an AUM per advisor level that exceeds $200 million, which is uncommon for team firms. The brochure also discloses that certain supervised persons are licensed insurance agents and registered mortgage brokers (including affiliation with STAR Capital/Live Better Financial), and that the firm receives custodial technology/support from Schwab and Pershing and occasional mutual‑fund sponsor contributions to client events — all listed conflicts of interest the firm says it manages through policies and disclosures.
Client services
Expertise
Fee options
Financial planning and consulting fixed fees range from $250 to $2,000 depending on scope and complexity.
$0 - $249,999: 1.25% $250,000 - $749,999: 1.00% $750,000 - $1,249,999: 0.85% $1,250,000 - $1,749,999: 0.80% $1,750,000+: Negotiable
Certain supervised persons offer securities brokerage and insurance products under separate commission-based arrangements.
$200 per hour for financial planning and consulting services.
Account minimum: $50,000 Fee-only: Financial planning and consulting fees range from $250 to $2,000 fixed fee and/or $200 hourly fee.
Main office
156 Diablo Road, Suite 320
Danville CA 94526
Advisors at this office
5
Most active in
Arizona · California · Florida · Hawaii · Nevada · Oregon · Texas · Utah
Also doing business as
Pacific Center For Financial Services · The Pacific Center For Financial Services
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Anthony S
CFP®
Danville, CA
The Pacific Center For Financial Services
Anthony Schliesser is a CFP® affiliated with The Pacific Center for Financial Services in Danville, CA. He has experience with several firms, including Aspiriant and Axa Advisors, and has been with The Pacific Center for Financial Services since 2026. The Pacific Center for Financial Services advises individuals, high-net-worth families, family trusts, and retirement accounts, providing financial planning, consulting, and investment management services. The firm manages over $1 billion in assets and operates a Managed Account Program focused on diversified, asset-allocation-based portfolios using mutual funds, stocks, ETFs, and bonds.
John B
Series 63
Danville, CA
The Pacific Center For Financial Services
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 been with his current firm since 1997, previously working at Cetera and Cetera Wealth Services. He serves as a board member for the Micki Rainey Scholarship Fund. The Pacific Center For Financial Services advises individuals, high-net-worth families, family trusts, and retirement accounts by providing financial planning, consulting, and investment management services. The firm manages over $1 billion in assets and operates a Managed Account Program focused on diversified, asset-allocation-based portfolio management using mutual funds, stocks, ETFs, and bonds.
Chad F
Series 66
Danville, CA
The Pacific Center For Financial Services
Chad Franck is a financial advisor with The Pacific Center For Financial Services in Danville, CA, holding a Series 66 designation and 25 years of industry experience. He has worked at Cetera Wealth Services, LLC for 13 years and has been with The Pacific Center For Financial Services since 2001. Outside of his advisory role, he is also a licensed mortgage broker involved in first and second mortgages, including FHA loans. The Pacific Center For Financial Services serves individuals, high-net-worth families, trusts, and retirement accounts, providing financial planning, consulting, and investment management. The firm manages over $1 billion in assets, employing diversified, asset-allocation-based portfolios through a Managed Account Program that integrates various analysis methods and offers regular performance reporting and financial reviews.
Stephen S
CFP®, Series 63
Danville, CA
The Pacific Center For Financial Services
Stephen Schliesser is a CFP® and Series 63 credentialed financial advisor with 40 years of industry experience. He has been with The Pacific Center For Financial Services since 1997 and previously worked at Cetera Wealth Services, LLC. In addition to his advisory role, Schliesser serves as treasurer and CFO for local homeowners associations and is involved in mortgage brokering and residential real estate referrals. The Pacific Center for Financial Services advises individuals, high-net-worth families, family trusts, and retirement accounts, offering financial planning, consulting, and investment management services. The firm manages over $1 billion in assets, employing a diversified, asset-allocation-based approach that includes mutual funds, stocks, ETFs, and bonds, with regular performance monitoring and client review.
Ashley S
Series 66
Danville, CA
The Pacific Center For Financial Services
Ashley Souza is a financial advisor with The Pacific Center For Financial Services, holding a Series 66 designation and 20 years of industry experience. She has worked with Cetera Wealth Services, LLC for 13 years and has been with Pacific Center Financial Services since 2004. In addition to advisory work, she is involved in life, health, and long-term care insurance sales as part of her business activities. The Pacific Center for Financial Services advises individuals, high-net-worth families, family trusts, and retirement accounts, providing financial planning, consulting, and investment management services. The firm manages over $1 billion in assets and operates a Managed Account Program focused on diversified, asset-allocation-based portfolios using mutual funds, stocks, ETFs, and bonds.
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