Pacific Wealth Advisors, LLC is an independent, privately owned registered investment
advisor. Our firm was founded with a vision to bring sophisticated and objective
financial advice to professionals who are either leery of using a financial
advisor or not getting advice from their current investment professional.
With over 40 years in the financial business, our partners were never sales professionals
- neither stock brokers nor insurance sales. Our careers in financial
services have focussed on managing, analyzing and consulting on issues in the
areas of investments, retirement, banking, real estate, trusts, taxes,
insurance, and other areas.
If you are interested in having a financial advisor that engages with you in a
consulting format, an advisor that provides you with the pros and cons of
a financial decision, a firm that keeps you informed and apprised in
an open and transparent manner - we would be pleased for you to review our