Pacific Financial Partners
Financial Services
Honolulu, Hawaii, United States
25 employees
- Employees
- 25
- Contacts
- 4
- Emails
- 4
- Phones
- 2
Pacific Financial Partners Overview
- Headquarters
- Honolulu, Hawaii, United States
- Website
- pacificfinancialpartners.com
- Industry
- Financial Services
- Employees
- 25
- Founded
- 2013
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Pacific Financial Partners
We began as John Hancock Financial Network–Hawaii Financial Partners, providing Hawaii families the financial services needed to grow. Upon merging with San Francisco Bay Area and LA/Southern California offices, the newly formed Pacific Financial Partners (PFP) continues to expand, with over 100 independently associated advisors. PFP's mission is to keep clients first by offering a range of financial solutions to a diverse clientele. "Our firm is dedicated to building long-term client relationships, which we know must be earned each and every day,” says CEO/Managing Partner Luiz Boscardin. “It is our lifelong commitment to achieve client service excellence.” We are licensed to sell Insurance Products in the following states: AK, AZ, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, KS, KY, LA, MD, MA, MI, MN, MS, MO, MT, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY We are registered to to sell Securities in the following states: AK, AZ, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, KS, KY, LA, MD, MA, MI, MN, MS, MO, MT, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY Securities and investment advisory services offered through Royal Alliance Associates, Inc. member FINRA/SIPC. Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc.
Pacific Financial Partners Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 2
- 50.0% coverage
Pacific Financial Partners Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Vince Affinito | Registered Representative / Financial Services | Lafayette, California, United States |
Email
Phone
|
| Luiz H. Boscardin, Mba, Crps | CEO at Pacific Financial Partners | Lafayette, California, United States |
Email
|
| David A. Ricketts | President - Insurance Solutions at Pacific Financial Partners | San Francisco Bay Area, United States |
Email
Phone
|
| Marcelo Oliveira | Managing Director | Lafayette, California, United States |
Email
|
Employees by Management Level
Individual contributor
5 profiles
Executive
3 profiles
Director
3 profiles
Associate / junior
3 profiles
Manager
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 6 | 6 | 1 |
| Executive | 4 | 4 | 1 |
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