Fernando Pohina Email and Phone Number
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Fernando Pohina personal email
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With 13 years in Financial Services, I am currently a Financial Advisor at Pacific Capital Resource Group, Inc., focusing primarily in comprehensive Financial Planning and Investment Management. Fully customized financial planning incorporates professional implementation and recommendations related to your retirement, including your 401k, IRA and ROTH investments. In addition, insurance reviews and implementation for Disability, Life Insurance, and Long Term Care policies are tailored to individual needs. Other services include college funding with 529 plans, review of short and long term accumulation goals, cash flow and budget evaluation, annuities and asset allocation review. I strive to help optimize your current savings and investment strategies. Along with Pacific Capital Resource Group, Inc., I have a tradition of integrity, professionalism, commitment and service. Please contact me at fpohina@pcrg.com.
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Founding MemberAscent Wealth Solutions Nov 2020 - PresentBellevue, Washington, United StatesSecurities and Investment Advisory Services are offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not offer tax or legal advice. Please refer to www.ascentwealthsolutions.com for full disclosures.
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Vice PresidentPacific Capital Resource Group Jan 2018 - Present10900 Ne 4Th Street, Suite 2300, 2413, Bellevue, Wa 98004Securities and Investment Advisory Services are offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not offer tax or legal advice. Please refer to www.ascentwealthsolutions.com for full disclosures. -
Financial AdvisorPacific Capital Resource Group Jan 2015 - PresentBellevue, Wa
Fernando Pohina Skills
Frequently Asked Questions about Fernando Pohina
What company does Fernando Pohina work for?
Fernando Pohina works for Ascent Wealth Solutions
What is Fernando Pohina's role at the current company?
Fernando Pohina's current role is Vice President at Pacific Capital Resource Group.
What is Fernando Pohina's email address?
Fernando Pohina's email address is fp****@****crg.com
What is Fernando Pohina's direct phone number?
Fernando Pohina's direct phone number is +142576*****
What skills is Fernando Pohina known for?
Fernando Pohina has skills like Management, Leadership, Finance, Investments, Financial Planning, Team Building, Retirement Planning, Customer Service, Financial Services, Program Management, Retirement, Insurance.
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