Pacific Wealth Advisors LLC
Pacific Wealth Advisors, LLC is an independent, privately owned registered investment advisor. Our firm was founded with a vision to bring sophisticated and objective financial advice to professionals who are either leery of using a financial advisor or not getting advice from their current investment professional.
Our Mission is to serve as trusted advisor to our clients by providing financial advice beyond just investing. We provide wealth management services including financial planning, retirement planning, insurance planning, trust and estate planning, and other services. We founded the firm with the following goals: To serve people who want someone else to focus on their finances so that they can focus on living life To serve people who want honest, objective advice from analytical professionals who don’t have a sales background To serve people who want to be educated about a recommendation allowing them to make an informed and appropriate decision, rather than to be told what to do or sold a product To serve the average person who may procrastinate and de-prioritize his or her financial affairs To serve people who want a firm that focuses on their needs rather than the needs of the firm To serve the community, educating and providing financial advice to those who cannot afford or have limited access to it To serve people who have a financial advisor who doesn’t pay attention to them To serve people who used to be “do it yourself” investors, but now don’t have the time To serve people who want more than just someone to invest their money, who want holistic wealth management To serve people who want advice
Address: 2391 The Alameda, Ste. 200, Santa Clara, CA 95050 USA
Phone: +1 650 353 4702
FAX:
