Pacific Financial Strategies, Inc.

Pacific Financial Strategies, Inc. (CRD# 151434) is a financial advisory firm headquartered in Thousand Oaks, CA. They manage $98,325,253 in 612 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    98
    MILLION
  • Total Number of Accounts
    612
    ACCOUNTS
  • Average Account Value
    $160,662
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, TX

Financial Advisors at Pacific Financial Strategies, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Joseph A. Garcia
CRD#: 1626067
223 E. Thousand Oaks Blvd., Suite 403, Thousand Oaks, CA 91360
93
Wealthminder
score

Joseph Garcia (CRD# 1626067) is an Investment Advisor Representative working at Pacific Financial Strategies, Inc. in Thousand Oaks, CA and has over 19 years of experience in the finance industry.

2
Anna-christina Garcia
CRD#: 6317269
223 E. Thousand Oaks Blvd., Suite 403, Thousand Oaks, CA 91360
89
Wealthminder
score

Anna-christina Garcia (CRD# 6317269) is an Investment Advisor Representative working at Pacific Financial Strategies, Inc. in Thousand Oaks, CA and has over 2 years of experience in the finance industry.

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