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Pacific Capital Resource Group Employee Directory

Financial ServicesWashington, United States11-50 Employees

Pacific Capital Resource Group is a financial services firm that represents independent financial advisors, wealth managers, and insurance professionals. Founded in 1998 with roots in the Pacific Northwest, it operates from Bellevue, Washington, and serves clients nationwide. The firm supports a network that serves more than 25,000 clients across the United States.

Its foundation rests on culture, platform, and people, and it positions itself as an independent firm designed by and for advisors. The organization emphasizes an advisor-centric experience and a collaborative, results-driven approach to financial planning that aims to grow practitioners' practices and improve client outcomes. The firm has indicated ongoing expansion of advisor support to additional regions across the country.

Find Pacific Capital Resource Group employees' phone numbers or email addresses

Pacific Capital Resource Group Global Highlights

Location
Employees

North America
182

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  • United States Of America
    181
  • Canada
    1

Pacific Capital Resource Group's Leadership

  • President And Chief Executive Officer - Steinhoff Consulting Dedicatedit at Pacific Capital Resource Group
    A. S.
    President And Chief Executive Officer - Steinhoff Consulting Dedicatedit
  • Co Chair / C.O.O at Pacific Capital Resource Group
    J. S.
    Co Chair / C.O.O
  • Tesp Partner, Founding Member at Pacific Capital Resource Group
    K. K.
    Tesp Partner, Founding Member
  • Vice President at Pacific Capital Resource Group
    M. H.
    Vice President
  • Senior Planner/ Project Mgr at Pacific Capital Resource Group
    O. V.
    Senior Planner/ Project Mgr
  • Manager at Pacific Capital Resource Group
    G. F.
    Manager
  • Client Experience Manager at Pacific Capital Resource Group
    G. G.
    Client Experience Manager
  • Operations Manager at Pacific Capital Resource Group
    J. M.
    Operations Manager

Pacific Capital Resource Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Sales
  • Accounting
  • Business
  • Community & Social Services
  • Other
  • Finance

Contact profiles from Pacific Capital Resource Group

Name
Title
Contact
Location
Last Update
  • Investment Advisor Representative at Pacific Capital Resource Group
    C. S.
    Investment Advisor Representative
    Oct 22, 2024
  • Certified Financial Planner Practitioner at Pacific Capital Resource Group
    D. L.
    Certified Financial Planner Practitioner
    Oct 22, 2024
  • Certified Financial Planner Practitioner at Pacific Capital Resource Group
    D. L.
    Certified Financial Planner Practitioner
    Oct 22, 2024
  • Socially Responsible Investments at Pacific Capital Resource Group
    J. M.
    Socially Responsible Investments
    Jun 17, 2026
  • Office Assistant at Pacific Capital Resource Group
    L. F.
    Office Assistant
    Oct 22, 2024
  • Compensation Analyst at Pacific Capital Resource Group
    R. J.
    Compensation Analyst
    Oct 17, 2024

Frequently Asked Questions

What is Pacific Capital Resource Group known for?

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Pacific Capital Resource Group was founded in 1998 and operates in the Financial Services industry. You can contact Pacific Capital Resource Group's main corporate office by phone at . Explore Pacific Capital Resource Group's company overview page for more information.

What is Pacific Capital Resource Group's most common email format?

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Pacific Capital Resource Group employees' email format typically follows the pattern of FLast@pcrg.com. Trying to find reliable and up-to-date employee contact data? Find more Pacific Capital Resource Group email formats with LeadIQ.

How many employees does Pacific Capital Resource Group have currently?

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Pacific Capital Resource Group has approximately 50 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Pacific Capital Resource Group's key employees and leadership?

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As of September 2026, Pacific Capital Resource Group's key employees include:

  • President And Chief Executive Officer - Steinhoff Consulting Dedicatedit: A. S.
  • Co Chair / C.O.O: J. S.
  • Tesp Partner, Founding Member: K. K.
  • Vice President: M. H.
  • Senior Planner/ Project Mgr: O. V.

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