Pacific Wealth Management
I committed to a career in the investment advisory business while working as an intern with Pacific Wealth Management in 2006. After gaining further experience with Morgan Stanley and then Wells Fargo Advisors, I rejoined the PWM team in 2013 with a commitment to develop expertise in my craft and deliver comprehensive financial planning to high-net-worth individuals throughout the United States. As a Certified Financial Planner (CFP®), and Pacific Wealth Management's Director of Financial Planning, I manage the wealth planning process for all of our clients. Our disciplined approach to financial planning ensures all aspects of our client's financial lives work together in a coordinated way today and throughout their lifetime.
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- Financial Planning
- Retirement Planning
- Executive Compensation
- Proactive Asset Management
Sentiment Analysis
Justin, Jim and the excellent team at PWM listened to our financial goals, determined our risk profile and then proposed a commensurate investment strategy for our long term needs.
She is smart and compassionate, traits uniquely found in the some of the best people I know.
They’re very pleasant to work with and have provided excellent financial advice related to various life events and situations over time.
They make all recommendations based on what's in their clients' best interests.
Margie is truly one of the best people I know- smart, dedicated, thoughtful- and always puts her clients' interest first.
Great place to invest
Most importantly my portfolio has done better working with Pacific Wealth than any other Financial Advisory Firm that I have used in my 30+ years of investing.
We've been very impressed with James and Justin and look forward to working with them for years to come
We appreciate their disciplined financial planning oriented approach that they are taking to help us retire with confidence and piece of mind so that we can focus on adding more fun to our retirement adventures.
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