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Our Mission

Our Mission is to serve as trusted advisor to our clients by providing financial advice beyond just investing.

We provide wealth management services including financial planning, retirement planning, insurance planning, trust and estate planning, and other services. We founded the firm with the following goals:

 

  • To serve people who want someone else to focus on their finances so that they can focus on living life

  • To serve people who want honest, objective advice from analytical professionals who don’t have a sales background

  • To serve people who want to be educated about a recommendation allowing them to make an informed and appropriate decision, rather than to be told what to do or sold a product

  • To serve the average person who may procrastinate and de-prioritize his or her financial affairs

  • To serve people who want a firm that focuses on their needs rather than the needs of the firm

  • To serve the community, educating and providing financial advice to those who cannot afford or have limited access to it

  • To serve people who have a financial advisor who doesn’t pay attention to them

  • To serve people who used to be “do it yourself” investors, but now don’t have the time

  • To serve people who want more than just someone to invest their money, who want holistic wealth management

  • To serve people who want advice

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.