"we trust Pacific United
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.
CEO, Pacific United Financial Group, LLC
7676 Hazard Center Dr, Suite 500
San Diego, CA 92108
Series 7 Non-Fee Based Financial Advisors
Life & Health
Annuity and LTC certification
Medicare and Social Security Specialists
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