Pacific Wealth Care Inc.
Pacific Wealth Care Inc. (CRD# 130856) is a financial advisory firm headquartered in , . They manage $13,162,000 in 36 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management13MILLION
Total Number of Accounts36ACCOUNTS
Average Account Value$365,611
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Kathleen Harney (CRD# 2586932) is an Investment Advisor Representative working at Pacific Wealth Care Inc. in Yorba Linda, CA and has over 18 years of experience in the finance industry.