Pacific Financial Strategies Inc
Legal Name: PACIFIC FINANCIAL STRATEGIES, INC
Full Contact Details
Pacific Financial Strategies Inc
223 E. THOUSAND OAKS BLVD., SUITE 403, THOUSAND OAKS, CA
(818) 991-7794
(818) 735-0780
Other Info
Pacific Financial Strategies Inc, also known as PACIFIC FINANCIAL STRATEGIES, INC, is a California-based corporation that has been approved by the U.S. Securities and Exchange Commission since December 7, 2009. With a team of four employees, including two advisors, the firm has an undisclosed number of clients.
Website
Website
Pacific Financial Strategies, Inc. | Home
Pacific Financial Strategies, Inc. is a SEC registered investment advisor helping individuals, families, and small business owners identify and achieve their vision of the future, making retirement dreams come true.
Direct Owners
-
ANNA-CHRISTINA GARCIA
VICE PRESIDENT/FINANCIAL ADVISOR owns less than 5%
-
JOSEPH ARTHUR GARCIA
PRESIDENT/CHIEF COMPLIANCE OFFICER owns 75% or more