Pacific Sun Financial Corp

Pacific Sun Financial Corp (CRD# 284286) is a financial advisory firm headquartered in Aliso Viejo, CA. They manage $127,061,714 in 611 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    127
    MILLION
  • Total Number of Accounts
    611
    ACCOUNTS
  • Average Account Value
    $207,957
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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, HI, TX, WA

Financial Advisors at Pacific Sun Financial Corp
Showing 1 - 2 of 2 top financial advisors.
1
Ryan J. Fisher
CRD#: 6467206
95 Argonaut, Suite 105, Aliso Viejo, CA 92656
88
Wealthminder
score

Ryan Fisher (CRD# 6467206) is an Investment Advisor Representative working at Pacific Sun Financial Corp in Aliso Viejo, CA and has 1 year of experience in the finance industry.

2
Mitchell J. Fisher
CRD#: 869469
95 Argonaut, #105, Aliso Viejo, CA 92656
86
Wealthminder
score

Mitchell Fisher (CRD# 869469) is an Investment Advisor Representative working at Pacific Sun Financial Corp in Aliso Viejo, CA and has over 24 years of experience in the finance industry. Mitchell Fisher has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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