Pacific Wealth Management - San Diego, California

Pacific Wealth Management: A Comprehensive Financial Partner in San Diego

Pacific Wealth Management, located at Address: 11512 El Camino Real #350, San Diego, CA 92130, United States, is a trusted financial consulting firm dedicated to providing personalized financial planning and investment services. With a phone number of 8585099797 and website: pacwealth.com, this esteemed company specializes in financial consulting, financial planning, and investment services.

Characteristics and Ubication

Situated in the heart of San Diego, Pacific Wealth Management is an easily accessible establishment with features such as a wheelchair-accessible car park, wheelchair-accessible entrance, and wheelchair-accessible toilet. Additionally, standard toilet facilities and appointment recommendations are in place to ensure a smooth and efficient experience for all clients.

Información Recomendada

For those interested in Pacific Wealth Management's services, it is recommended to:

1. Explore their website: pacwealth.com to learn more about their mission, values, and the team of experts.
2. Read the 16 reviews on Google My Business to understand the experiences of previous clients. With an average opinion of 4.8/5, Pacific Wealth Management has proven itself to be a reliable and effective financial partner.
3. Schedule an appointment to discuss individual financial goals, expectations, and any concerns or questions regarding their services.

Recommendation

Pacific Wealth Management stands as a pillar of financial expertise in San Diego. Their personalized approach to financial consulting, planning, and investment services ensures that each client receives the guidance they need to make informed decisions about their financial future. With an outstanding reputation and a commitment to excellence, Pacific Wealth Management is the ideal choice for those seeking financial growth and stability. Don't hesitate to contact them through their website for a consultation and take the first step towards a secure financial future.

Reviews of Pacific Wealth Management

C. Muth

5/5

With over 15 years experience with this great team, I am proud to pass along a glowing recommendation. Through life's high and lows and interest rate swings, PWM has provided guidance and care and have given my family an overwhelming sense of security that we are in good hands. As a retired banker who no longer wanted the responsibility of tracking these crazy markets, I have confidence in the strategy they employ. Our golden years are filled with hope and confidence with this team at the helm.

Ira Schwartz

5/5

Pacific Wealth Management is an excellent financial advisory firm. My wife and I have really enjoyed working with Jim, Justin and their team over the past 3+ years. We sought their advice during the last few years prior to our retirement when we decided to move our account away from one of the larger wealth management firms. We found them to be knowledgeable, responsive, creative and strategic. We like that the size of the firm allows us to work directly with its senior members. Despite the volatility in the financial markets resulting from Covid-19 and its aftermath, PWM has managed our portfolio admirably. We highly recommend PWM if you are looking for a wealth management advisor.

James OToole

5/5

We've been working with Pac Wealth of San Diego for over 25 years. Pac Wealth, it's leadership management team including Jim & Justin Kuntz and the rest of the company has been top-notch in all aspects of our wealth management efforts. From proper investment strategies to tax mitigation efforts, Pac Wealth has made good things happen for us. The customer service responsiveness, thoroughness in research and wonderful rapport have made all our interactions not only highly productive but thoroughly enjoyable. No doubt about it --- Highly recommend Pac Wealth !

Eric Magnuson

5/5

Pacific Wealth is a great financial advisory firm. I have really enjoyed working with Jim, Justin and the rest of the Pacific Wealth team. They are very experienced, knowledgeable and responsive. Most importantly my portfolio has done better working with Pacific Wealth than any other Financial Advisory Firm that I have used in my 30+ years of investing.

Mark Deffley

5/5

We’ve worked with Pacific Wealth Management for a number of years. They have consistently provided high quality insight and guidance, and this has served our portfolio very well. They’re very pleasant to work with and have provided excellent financial advice related to various life events and situations over time. We recommend Pacific Wealth Management without hesitation!

Barb Willcox

5/5

Pacific Wealth Management’s expert team of professionals are some of the best, anywhere. As our family has grown and moved seven times around the country, we have continued to rely on their professional guidance, built on a foundation of experience, research and resourcefulness. They embrace their responsibilities seriously, understand our financial objectives and always act in our best interest. We appreciate their disciplined financial planning oriented approach that they are taking to help us retire with confidence and piece of mind so that we can focus on adding more fun to our retirement adventures. Pacific Wealth Management has delivered consistent value to our family for more than 20 years and we look forward to the next 20.

Roger R

5/5

Justin, Jim and the excellent team at PWM listened to our financial goals, determined our risk profile and then proposed a commensurate investment strategy for our long term needs. My wife and I have been with them for over 5 years and we trust their management of our hard earned nest egg, which has grown significantly. We meet with them quarterly for formal updates, but they always answer the phone for any immediate discussions too. They are a true Fiduciary team: Looking after our needs 1st.

Julie Long

5/5

The team at Pacific Wealth Management provides wonderful financial guidance. They make all recommendations based on what's in their clients' best interests. Thank you for all your help Margie and the entire PWM team!