ChFC, President & CEO
Founded in 1992, Pacific Portfolio has remained private and locally owned throughout its 23-year history as the region’s largest independent wealth manager and investment advisor.
With over 20 years in the field of providing comprehensive financial guidance to individuals, families, and institutions, Pacific Portfolio’s team of advisors is personally and professionally invested in the success of each of our clients.
Our philosophy is that the best results are achieved when the services are tailored to the client. When you are our client, we work to create a fully customized, fee-only plan that is based on your goals, not our preferences.
We have always valued resiliency, both in our relationships and our investment strategies. That’s why our clients stay with us for a lifetime, and rely on us to manage their wealth for the next generation and beyond.
We are committed to providing comprehensive financial and investment research and management, drawing on our unique in-house data and research teams. We have built these resources in order to better serve you and your financial goals, and you won’t find this level of holistic commitment and service anywhere else.
By servicing your complete investment advisory needs in-house, we are able to better provide ever-evolving wealth management and institutional investment solutions that will meet your needs for years to come.
We are privately owned by a well-known and respected group of local investors with a goal to keep the company locally owned and operated to provide services to their families as well as our clients for many generations to come.
Pacific Portfolio Consulting and Pacific Portfolio Trust Company are companies under one holding entity, Pacific Wealth Advisors.