"we trust Pacific United

Financial

group"

-rUBEN,

rANCHO sANTA FE, CA

 
Our CEO is Passionate About Helping People
DAVID ABREU 2 Cropped Print Color 111.jp

We have had the pleasure of serving our community, working with clients to help them maximize their benefits and money supply within their personal economy


As the CEO of Pacific United Financial Group, I personally oversee every case and review all clients financials/life holistically and customize an action plan for their specific needs and goals. Our business model is based on a thoughtful, age appropriate allocation of assets and income, with the objective of optimizing your assets accordingly to produce your best life and protect your family’s lifestyle and legacy.

We are rapidly becoming the go to source for retirement, estate, and legacy planning here in San Diego, CA. Our practice is based on the premise of comprehensive planning. Working with clients through a life planning approach to optimize insurance coverage, investment portfolios, estate plans, build strong businesses, apply tax deferred growth strategies and educating clients with a step by step approach for a successful retirement. 

Our practice collaborates with centers of influence (CPA's, Lawyers, Realtors, and Mortgage Bankers along with other Advisors) to build suitable, age appropriate portfolios seeking to enhance the quality of life.

Sincerely, 

David Abreu

CEO, Pacific United Financial Group, LLC 

11622 El Camino Real, Suite 100

San Diego, CA 92130

Office: 1(833)722-5433

Direct: 619-316-7300

Certifications
  • Series 7 Non-Fee Based Financial Advisors 

  • Series 63 

  • Life & Health 

  • Annuity and LTC certification 

  • Medicare and Social Security Specialists

Qualifications
  • Forbes Finance Council Member 

  • Author and Key Note Speaker  

  • Over a decade in the Insurance and Financial Industry 

  • Professional business alliances with CPA's & Attorneys 

  • Over 120 Carriers/ Partners