Pacific Financial Strategies
Investment Management • 
Thousand Oaks, California, United States • 1-10 Employees
Company overview
| Headquarters | 223 E Thousand Oaks Blvd, Suite 403, Thousand Oaks, California 91360, US |
| Phone number | +18189917794 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Employees | 1-10 |
| Socials |
Key Contact at Pacific Financial Strategies
Anna-Christina Brockschmidt
Vice President
Pacific Financial Strategies Email Formats
Pacific Financial Strategies uses 1 email format. The most common is {first initial}{first initial} (e.g., jj@pacfs.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{first initial} | jj@pacfs.com | 100% |
About Pacific Financial Strategies
Pacific Financial Strategies, Inc. is a fee only Registered Investment Advisory firm headquartered in Thousand Oaks California. Pacific Financial provides custom financial planning and wealth management to high net individuals, businesses, and non-profit organizations. Pacific Financial was founded by J. Art Garcia on the philosophy that “only by understanding our client’s goals, values, and current financial situation can we provide the best possible advice”. We offer a comprehensive approach to all aspects of our client’s financial situations. Our perspective is on both short-term and long-term needs such as: investments, income strategies, estate tax minimization, estate planning, risk management, social security, Medicare, and more. Our goal is to create a lifelong partnership with our clients.
Pacific Financial Strategies revenue & valuation
| Annual revenue | $9,145,827 |
| Revenue per employee | $3,049,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $29,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Pacific Financial Strategies has never raised funding before.
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