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We are an Orange County investment management and tax strategy firm that has developed a national reputation serving sudden wealth clients with financial planning.

NAPFA Fee-Only Organization Welcomes Pacifica Wealth Advisors

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We are thrilled to be NAPFA-Registered financial advisor! The National Association of Personal Financial Advisors (NAPFA) holds one of the highest standards in the advisory industry. The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those…

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What is a Fiduciary Financial Advisor?

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A Real Fiduciary is someone who is legally obligated to give you advice that is in your best interest.  It doesn’t make sense to pay for financial advice when the advice doesn’t have to be in your best interest. Period. A Real Fiduciary is someone who is legally obligated to give you advice that is…

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Want To Increase Your Returns & Truly Grow Your Wealth?

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Too often I see investors fall prey to the same costly mistakes that prevent them from truly building wealth. Once you learn about these risks, you’ll be able to identify them, understand how to avoid them and rise above the average investor. Are you ready to get started? I’ve created a free, six-day video boot…

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Reach us at (949) 305-0500