Pacific Capital
Financial Services • 
Corona, California, United States • 51-100 Employees
Company overview
| Headquarters | 1861 California Ave, 101, Corona, California 92881, US |
| Phone number | +18447778777 |
| Website | |
| NAICS | 52 |
| SIC | 621 |
| Keywords | Family Office, Wealth Management, Private Banking, Retirement Income Planning, Investment Portfolio Analysis, Personal Client Service, Financial Life Inspection |
| Founded | 2011 |
| Employees | 51-100 |
| Socials |
Key Contacts at Pacific Capital
Josh Coniglio
Director Of Financial Planning
Morgan Fippinger
Director Of Investment Strategy
Terry Powell
Chief Executive Officer
Kelsey Keim
Director Of Operations
Lars Mortensen
Chief Executive Officer
Pacific Capital Email Formats
Pacific Capital uses 2 email formats. The most common is {first initial} (e.g., j@pacificcapital.com), used 55.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@pacificcapital.com | 55.6% |
{first name} | john@pacificcapital.com | 44.4% |
About Pacific Capital
Pacific Capital is an exclusive and independent wealth management firm in Southern California, with offices in Corona and Newport Beach. We work to help you enjoy life by removing your stress about money. Unlike many Wall Street brokers, we're not here to collect commissions by selling you products you don't want nor need. We have a fiduciary duty to represent your best interests above anything else. Working together with you, we create and implement personal financial strategies that give you confidence and peace of mind for your future. We created our proprietary Financial Life Inspection® to make sure that your personal finances have a proper foundation and that you are on track to reach your life goals. We have been recognized as Five Star Wealth Managers for several years and have been featured in The Wall Street Journal, Forbes, Financial Advisor Magazine, and Entrepreneur Magazine. Our employees hold many designations, including AWMA®, CRPC®, CFP® , NSSA®, CFA®, and CFS® and Certified Financial Fiduciary®. We take our responsibility seriously and are constantly striving to improve our knowledge and offerings. As a privately-owned and operated company, our team is empowered to make decisions that only serve the interests and goals of clients without the constraints of a large bank-controlled environment. We define “successful investment results” as the attainment of our client’s financial goals. Performance is more than simply a rate of return. Each client is unique and our objectives go beyond just “beating the market.” Contact us today to learn more at 844-777-8777 #StressFreeMoney #FinancialLifeInspection
Pacific Capital revenue & valuation
| Annual revenue | $2,289,423 |
| Revenue per employee | $45,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $7,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Pacific Capital has 15 employees across 5 departments.
Departments
Number of employees
Funding Data
Pacific Capital has never raised funding before.
Pacific Capital Tech Stack
Discover the technologies and tools that power Pacific Capital's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
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India
Netherlands
Italy
Canada
Frequently asked questions
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