Pacific Financial Strategies, Inc

Overview

Pacific Financial Strategies, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm is SEC‑registered (registration year 2009) and serves primarily individual and family clients, with some work for small-business owners. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. Compensation is primarily a percentage of assets under management supplemented by other fee arrangements. Pacific Financial Strategies is not identified as an active ESG investor.

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