Pacific Financial Group Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

We are Investment Advisor's working under an independent Broker Dealer, RIA firm United Planners Financial Services.  Our fiduciary responsibility extends to what is appropriate for our clients’ needs and not that of any specific company or product. Our goal is to assure that your investments are tailored to your specific needs and time frames.

We believe that Trust is developed through many key areas of a relationship. It should begin with the knowledge of the advisor and education offered to the client. 
 
Having a complete understanding of the big picture in your financial plan can add a feeling of confidence. We want you to have an understanding of the process in reaching your goals; not just implement it and expect you to accept it.

Our priority is to develop financial plans to put our client’s interests first and foremost.

Trust should be earned. We believe that Trust is established in a client-advisor relationship based on our never-ending commitment to the well being of the client.

We offer you our commitment to honesty and integrity. We feel that our reputation precedes us as the example.

We believe in building a relationship to last a lifetime. It’s important to know that our commitment to excellence with you in mind is a way of life for us at Pacific Financial Group.

When you succeed . . . we succeed.

United Planners Financial Services financial professionals may only transact business in states where they are registered. Any individual communication trying to effect a transaction in securities or the rendering of personalized investment advice for compensation will not be made to persons in states where the financial professional is not registered. 

Securities and Investment Advisory Services offered through United Planners Financial Services, Member FINRA, SIPC, and Registered Investment Advisor.  Non-Securities products and services are not offered through TFA. Pacific Financial Group and TFA are not affiliated.

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