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Pacific Investment Research Employee Directory

Investment ManagementCalifornia, United States0-1 Employees

Pacific Investment Research is a boutique investment advisory firm serving individual investors across California. Based in Orange, California, the firm maintains offices in both Southern and Northern California to reach clients throughout the state. It operates within the investment management industry, delivering personalized advisory and money management services. With more than 25 years of experience, the firm focuses on helping investors aged 55 and older accumulate and preserve assets for a secure financial future. The company was formerly known as Schultz Financial, reflecting its evolution while continuing to serve its target market.

Find Pacific Investment Research employees' phone numbers or email addresses

Pacific Investment Research Global Highlights

Location
Employees

North America
3

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  • United States Of America
    3

Pacific Investment Research's Leadership

  • Stylized image of a person
    C. S.
    Office Manager
    Phone icon

Contact profiles from Pacific Investment Research

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. S.
    Office Manager
    Phone icon
    Oct 17, 2024

Frequently Asked Questions

What is Pacific Investment Research known for?

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Pacific Investment Research was founded in 1995 operates in the Investment Management industry; you can contact the main corporate office by phone at . Explore Pacific Investment Research's company overview page for more information.

What is Pacific Investment Research's most common email format?

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Pacific Investment Research employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Pacific Investment Research email formats with LeadIQ.

How many employees does Pacific Investment Research have currently?

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Pacific Investment Research has approximately 1 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Pacific Investment Research's key employees and leadership?

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As of July 2026, Pacific Investment Research's key employees include:

  • Office Manager: C. S.

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