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).
Total Assets Under Management127MILLION
Total Number of Accounts611ACCOUNTS
Average Account Value$207,957
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AZ, CA, HI, TX, WA
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.
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.