Financial ADVSR advisor directory · SEC adviser records
Pacific Wealth Management financial advisors in California
Every SEC-registered investment adviser representative at a Pacific Wealth Management office in California, by city and A to Z.
The short answer
8 registered advisors work at Pacific Wealth Management in California, out of 8 nationwide; it's the firm's number 1 state by advisors, and the most are in San Diego (8). 4 list the CFP designation and 0 are also registered broker representatives.
Pacific Wealth Management advisors by city in California
Every firm in California →Pacific Wealth Management advisors in California, A to Z
Search by name →- Maryam P. AnayaSan Diego
- Isaac J. CardozaSan Diego · Certified Financial Planner
- James C. KuntzSan Diego
- Justin C. KuntzSan Diego · Certified Financial Planner
- Michael L. LimSan Diego
- John P. MayerSan Diego · Certified Financial Planner
- Wesley R. SalzmanSan Diego
- Marjorie F. SmithSan Diego · Certified Financial Planner
Pacific Wealth Management advisors in every state →Pacific Wealth Management: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Pacific Wealth Management financial advisors are in California?
8 investment adviser representatives are registered at Pacific Wealth Management offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 8 at the firm nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Where in California does Pacific Wealth Management have the most advisors?
San Diego, with 8. Pacific Wealth Management has advisors in 1 city in California.
How do I check a Pacific Wealth Management advisor in California?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Pacific Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.