Contact Pacifica Wealth Advisors

We are fiduciaries who provide comprehensive financial planning and investment management to retirees, business owners, and sudden wealth recipients in Orange County and across the United States.

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Pacifica Wealth Advisors

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Should I choose a financial advisor near me?

We love our Southern California clients, but 90% of our clients are from across the United States!

Clients used to want an advisor from down the street, but the more sophisticated (and busy!) clients don’t seem to care where their financial planner is located. They want an advisor they can trust. Your money is too important not to work with the best.

Whether you’re searching for a financial advisor in Irvine, California or need financial planning advice in New York, Seattle or anywhere in between, we have you covered. We'll collaborate with a online financial planning platform -- and you’ll never have to sit in traffic to work with us!

Fiduciary Financial Planner Irvine

We are true fiduciaries.

This means we always put our client’s best interests first. A true fiduciary also means that we are not part-time fiduciaries. We put our client’s best interests first in all cases and at all times. Less than 8% of financial advisors are true fiduciaries. Read our fiduciary oath to see the principles we live by.

You have enough to think about right now - trusting your financial advisor shouldn't be something you have worry about! Choose a fiduciary financial advisor.

Pacifica Wealth Advisors