Pacific Capital is an exclusive and independent wealth management firm in Southern California, with offices in Corona and Newport Beach. We work to help you enjoy life by removing your stress about money. Unlike many Wall Street brokers, we're not here to collect commissions by selling you products you don't want nor need. We have a fiduciary duty to represent your best interests above anything else. Working together with you, we create and implement personal financial strategies that give you confidence and peace of mind for your future.
We created our proprietary Financial Life Inspection® to make sure that your personal finances have a proper foundation and that you are on track to reach your life goals.
We have been recognized as Five Star Wealth Managers for several years and have been featured in The Wall Street Journal, Forbes, Financial Advisor Magazine, and Entrepreneur Magazine.
Our employees hold many designations, including AWMA®, CRPC®, CFP® , NSSA®, CFA®, and CFS® and Certified Financial Fiduciary®. We take our responsibility seriously and are constantly striving to improve our knowledge and offerings.
As a privately-owned and operated company, our team is empowered to make decisions that only serve the interests and goals of clients without the constraints of a large bank-controlled environment. We define “successful investment results” as the attainment of our client’s financial goals. Performance is more than simply a rate of return. Each client is unique and our objectives go beyond just “beating the market.”
Contact us today to learn more at 844-777-8777
#StressFreeMoney #FinancialLifeInspection
Company Details
- Employees
- 50
- Founded
- -
- Address
- 1861 California Ave,
- Phone
- 844-777-8777
- se****@****tal.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- pacificcapital.com
- Keywords
- Wealth Management, Retirement Income Planning, Private Banking, Personal Client Service, Investment Portfolio Analysis, Financial Life Inspection, Family Office.
- HQ
- Corona, California
Pacific Capital Questions
Pacific Capital's helpline number is 844-777-8777
Pacific Capital's website is pacificcapital.com
Pacific Capital's LinkedIn profile is https://www.linkedin.com/company/pacific-capital
Pacific Capital has
50 employees.
View email and phone details for 50
employees at Pacific Capital.
Pacific Capital's industry is
Financial Services
Pacific Capital's top competitors are
Pacific Life,
Wasatch Global Investors,
Jtcpl Designs,
Pacific Capital / Group,
The Draft Sports Complex,
Entrepreneur Media,
Dinner Table,
Pimco,
Elevated,
Tuttle Ventures.
Pacific Capital's support email address is serviceteam@pacificcapital.com
Pacific Capital's categories are Financial Services
Pacific Capital's founding year is 2011
