Pacific Financial Strategies, Inc

Overview

Pacific Financial Strategies, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm has been SEC-registered since 2009 and serves primarily individual and family clients. Its advisory services emphasize comprehensive financial planning, discretionary portfolio management for individuals and small businesses, and client education through seminars and workshops. The firm charges fees based on a percentage of assets under management and other fee arrangements. It does not identify as an active ESG investor and is not structured as a multi-state or pension consultant adviser.

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Location & Offices