|  

 

Check Us Out

  BrokerCheck

2019 Market Outlook

2019 Outlook
Focus On What Matters

PWA on Twitter
Advisors You Can Trust

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 firm.

Beyond Investing
At Pacific Wealth Advisors, we are financial professionals providing investment management solutions for clients.  But that's not all we do.  We also provide advice and solutions for other aspects of your financial life.  Decisions you make throughout your life have a tremendous impact on your financial well-being and net worth.  Tax decisions, retirement, real estate purchases, stock options, social security, medicare, insurance, your will and trust. 
These are just a few of the areas on which we provide advice and guidance.  In some cases we also provide solutions.

At Pacific Wealth Advisors, we want to help you with all aspects of your financial decision making - not just invest your money.  Each person's financial situation is unique.  Let's sit down and see if we are a good fit for you.  Many people have benefited from our Wealth Management program.  Watch our video to see if you could benefit too.

Planning Ahead Videos


KEEP YOUR 401K WORKING FOR YOU


IS YOUR WILL & TRUST READY?

WHAT IS YOUR FINANCIAL PICTURE?

COST OF HEALTH CARE IN RETIREMENT

SAVING & INVESTING IN RETIREMENT


KEEP GETTING INCOME IN RETIREMENT


WORRIED ABOUT INVESTING?

           

ARE YOU CAUGHT IN THE MIDDLE?

ITS ALL ABOUT YOUR GOALS!

PreviousNext

Pacific Wealth Advisors, LLC
2391 The Alameda, Suite 200
Santa Clara, CA  95050
Phone (650) 353-4702 |  Fax (650) 433-5404

Securities and Advisory Services offered through LPL Financial.  Member FINRA/ SIPC 

Information provided on this website is solely intended for the use of individuals residing in the states listed. No information provided on this website is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, insurance product, advisory product or service, or other financial product or service. Pacific Wealth Advisors, LLC, its Investment Advisor Representatives, or the Registered Representatives or Investment Advisor Representatives with LPL Financial whose identities and association with Pacific Wealth Advisors, LLC are disclosed herein may only discuss securities and advisory services or transact business with persons who are residents of the states listed below or states where the Investment Advisor Representative is excluded or exempt from registration. Current states of registration are: AZ, CA, CO, FL, HI, IL, NM, NV, OH, OR, SD, TX, WA, WI.  Consulting services offered through Pacific Wealth Advisors, LLC, a Registered Investment Advisor and a separate entity from LPL Financial.  Investment Advisory services offered through LPL Financial.

Our Team members of Pacific Wealth Advisors may be Registered Representatives and/or Investment Advisor Representatives (IARs) with LPL Financial.  In such capacity as IAR, the IAR may offer advisory accounts through LPL Financial, the details of which are fully described in LPL's Form ADV or relevant schedules.  Financial Planning clients are under no obligation to use PWA or its IARs, or the IARs of LPL Financial, to implement advisory recommendations.  

If your state of residence in not listed herein, Pacific Wealth Advisors, LLC, its IARs, or the IARs with LPL Financial associated with Pacific Wealth Advisors, LLC may be excluded or exempt from registration in your state and may conduct business upon registering. To check on excluded or exempt status, please email contact@pacwealthadvisors.com for specific information. As additional assistance, you can locate an LPL financial representative in your state by accessing www.lpl.com.