Pacific Financial Planners is a veteran in the industry with 30 years of professional investment experience.

About Pacific Financial Planners

As your personal financial advisor, my primary service is to meet your needs through professional money management. A Unique Perspective On Cost and Risk Control Whether you are a conservative or moderate styled investor, by using my unique “Defensive Investing Strategies,” Pacific Financial Planners is able to control costs, and more importantly manage risks, by properly diversifying your portfolio, accounting for your specific objectives and current investment outlook. We believe that it is far easier to preserve what you already have than to make up what you may have lost. Therefore, Pacific Financial Planners implements a unique sell discipline and stop-loss procedure to aid in further protection of your portfolio, while allowing for moderate, steady growth of your assets. Your financial securityand peace of mind are our founding principles. Your Portfolio Management The protection of your capital is equally as important as growing your investments. Put Pacific Financial Planners to work for you, so you can enjoy your free moments doing what you like best—whether managing your business, hobbies, or spending time with your family. With our guidance, we will structure a financial plan that allows you to achieve your most important goals. Using a prudent approach, your plan will be implemented and guided by us to ensure capital preservation and provide for long-term asset accumulation creating solid retirement income.

    Contact Information

  • Company Name
  • Pacific Financial Planners
  • Online Social Profiles
  • Phone Number
  • (949) 219-0692
  • Location
  • 30131 Town Center Dr
    Suite 105
    Laguna Niguel, California, 92677
    United States

    Company Details

  • Year Established
  • 1987
  • Hours of Operation
  • M-F 9am-5pm
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