Our Investment Advisor Representatives have been in the financial services and investment industry since 1974. Pacific Sun Financial Corp serves a variety of successful businesses and professionals in technology, law, medicine, the arts, real estate, dentistry, entertainment, engineering, accounting, manufacturing, sports, religion, education, and construction.
Our advisors are committed to helping people build their assets, protect their money, and manage their risk. The firm’s strategies and investment ideas are customized and tailor-made to fit the needs of each client. Pacific Sun Financial Corp strives to construct intelligent plans and portfolios that are designed to help create, preserve and transfer wealth effectively….and at the same time, help to reduce taxes.
Our “STP” commitment to clients includes three primary building blocks for mutual success: Service, Trust, and Performance. We endeavor to provide a service that is responsive, sensitive, and reliable. When considering a potential stock, bond, or exchange-traded fund, reviewing a real estate investment, shopping for insurance, determining a tax savings technique, designing a retirement plan, or helping to plan an estate…our clients always come first.