The Pacific Center for Financial Services was founded with the goal of assisting our clients in every aspect of their financial lives. We strive to help our clients reach financial independence. Our staff consists of experienced professionals who use a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your financial dreams reality.
Services
We focus on the development of a plan and not on the sale of a product. Many people seeking financial advice find that there are lots of "advisors" representing banks, insurance companies, large Wall Street firms. This structure may lead to conflicts in which products they recommend and how they are compensated.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming.
Steve has provided financial planning services since 1985. He has conducted hundreds of seminars on financial planning, estate planning and retirement strategies for employees of companies such as Pacific Bell, SBC, AT&T and Chevron. Brad has been in the financial services industry for more than 23 years.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Our firm is a Registered Investment Adviser with the Securities and Exchange Commission. Brokerage and investment advisory services and fees differ and it is important for you to understand the differences. We provide investment advisory and financial planning services to retail investors. Services are based on the individual needs of the client.
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