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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Pacific Wealth Strategies Group, Inc. financial advisors in California

Every SEC-registered investment adviser representative at a Pacific Wealth Strategies Group, Inc. office in California, by city and A to Z.

The short answer

3 registered advisors work at Pacific Wealth Strategies Group, Inc. in California, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Santa Barbara (3). 1 list the CFP designation and 0 are also registered broker representatives.

Pacific Wealth Strategies Group, Inc. advisors by city in California

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Santa Barbara 3

Pacific Wealth Strategies Group, Inc. advisors in California, A to Z

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Questions

How many Pacific Wealth Strategies Group, Inc. financial advisors are in California?

3 investment adviser representatives are registered at Pacific Wealth Strategies Group, Inc. offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Where in California does Pacific Wealth Strategies Group, Inc. have the most advisors?

Santa Barbara, with 3. Pacific Wealth Strategies Group, Inc. has advisors in 1 city in California.

How do I check a Pacific Wealth Strategies Group, Inc. 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 Strategies Group, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.