Pacific Financial Strategies, Inc.

Pacific Financial Strategies, Inc. (CRD# 151434) is a financial advisory firm headquartered in Thousand Oaks, CA. They manage $138,021,035 in 707 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
223 E. Thousand Oaks Blvd., Suite 403, Thousand Oaks, CA 91360
http://www.pacfs.com
By the Numbers
  • Total Assets Under Management
    138
    MILLION
  • Total Number of Accounts
    707
    ACCOUNTS
  • Average Account Value
    $195,221
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
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, ID, TX, UT, WA

Financial Advisors at Pacific Financial Strategies, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Anna-christina Brockschmidt, financial advisor Thousand Oaks CA
Anna-christina Brockschmidt
CRD#: 6317269
223 E. Thousand Oaks Blvd., Suite 403, Thousand Oaks, CA 91360

Anna-christina Brockschmidt (CRD# 6317269) is an Investment Advisor Representative working at Pacific Financial Strategies, Inc. in Thousand Oaks, CA and has over 8 years of experience in the finance industry.

2
Joseph Garcia, financial advisor Thousand Oaks CA
Joseph A. Garcia
CRD#: 1626067
223 E. Thousand Oaks Blvd., Suite 403, Thousand Oaks, CA 91360

Joseph Garcia (CRD# 1626067) is an Investment Advisor Representative working at Pacific Financial Strategies, Inc. in Thousand Oaks, CA and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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