"we trust Pacific United

Financial

group"

-rUBEN,

rANCHO sANTA FE, CA

 
Our CEO is Passionate About Helping People

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, LLC , I hand pick all of our non fee based advisors and make sure they are more than qualified and certified to take care of our clients. 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 life and 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 

7676 Hazard Center Dr, Suite 500

San Diego, CA 92108

1(833)722-5433

Certifications
  • Series 7 Non-Fee Based Financial Advisors 

  • Series 63 

  • Life & Health 

  • Annuity and LTC certification 

  • Medicare and Social Security Specialists

Qualifications
  • Over a decade in the Insurance and Financial Industry 

  • Key Note Speaker for many Industry Events 

  • Professional business alliances with CPA's & Attorneys 

  • Over 120 Carriers/ Partners 

Contact

Pacific United Financial Group,LLC

 

11622 El Camino Real, Suite 100

San Diego, CA 92130

​​

Toll Free: 1(833) 722-5433

Direct: 1(619) 316-7300

Fax: 1(833) 722-5433

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Pacific United Financial Group LLC, 2018  All Rights Reserved.