Pacific Wealth Management

Pacific Wealth Management

Financial Services 11512 El Camino Real 12 employees
Employees
12
Contacts
3
Emails
3
Phones
2
pacwealth.com LinkedIn

Pacific Wealth Management Overview

Headquarters
11512 El Camino Real
Phone Number
Available in AeroLeads
Website
pacwealth.com
Industry
Financial Services
Employees
12
Founded
1998
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords
Proactive Asset Management Wealth Management Wealth Preservation Comprehensive Financial Planning Divorce Financial Planning Small Business Planning Post-Divorce Financial Planning Life Disability and Long Term Care Insurance Retirement Planning Stock Plan Management

About Pacific Wealth Management

Pacific Wealth Management is an independent firm specializing in comprehensive financial planning and asset preservation and growth strategies for high-net worth individuals. The Del Mar, CA boutique firm manages approximately $310 million in assets for clients throughout Southern California and around the world while delivering top notch, customized, personal service. PWM has developed Proactive Asset Management, a proprietary wealth management strategy, designed to continuously evaluate risks and actively manage client assets accordingly. All asset classes are considered, unlike traditional Wall Street firms whose focus is primarily on stocks and bonds. Clients benefit from broad, independent objective research and have successfully preserved and increased wealth, even in the most challenging market conditions. For more information about Pacific Wealth Management, please visit www.pacwealth.com

Pacific Wealth Management Contact Details

People in AeroLeads
3
With contact data
3
Email contacts
3
100.0% coverage
Phone contacts
2
66.7% coverage

Pacific Wealth Management Org Chart

Sample employees and titles
Name Title Contact
Mark Hill Managing Member at Pacific Divorce Management, Llc Co-founder Wealth Manager at Pacific Wealth Management, Llc
Email Phone
Jim Kuntz, Cima Founder at Pacific Wealth Management
Email
Justin Kuntz, Cfp® Managing Director at Pacific Wealth Management, Llc
Email Phone

Employees by Management Level

Individual contributor 3 profiles
Executive 2 profiles
Director 2 profiles
Manager 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 1 1 0
Finance 1 1 0

Pacific Wealth Management Tech Stack

Data / AI 1 profile

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