Pacific Wealth Management - San Diego, California

Pacific Wealth Management: A Comprehensive Guide

Address: 11512 El Camino Real #350, San Diego, CA 92130, United States

Phone: 8585099797

Website: pacwealth.com

Specialties and Services

• Financial consultant
• Financial planner
• Investment service

Other Points of Interest

• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible toilet
• Toilet
• Appointments recommended

Opinions and Reviews

Pacific Wealth Management has garnered a impressive reputation in the industry. With an average review score of 4.8/5 based on 18 reviews on Google My Business, it's clear that clients value the expertise and care provided by this team. Many clients have expressed their confidence in the strategy employed by Pacific Wealth Management, especially during times of market volatility. They appreciate the guidance and support offered, which has provided them with an overwhelming sense of security in their financial future.

Testimonial: "With over 15 years experience with this great team, I am proud to pass along a glowing recommendation. Through life's high and lows and interest rate swings, PWM has provided guidance and care and have given my family an overwhelming sense of security that we are in good hands."

Why Choose Pacific Wealth Management

Pacific Wealth Management is more than just a financial consulting firm; it's a partner in helping individuals secure their financial future. Their dedication to providing personalized service and comprehensive financial planning sets them apart from other companies in the industry. With a strong emphasis on transparency and client satisfaction, Pacific Wealth Management is a reliable choice for anyone seeking expert guidance in financial planning, investment services, and more.

Conclusion

If you're looking for a reputable and experienced financial consultant in San Diego, look no further than Pacific Wealth Management. With their exceptional track record, professional staff, and commitment to client satisfaction, they are the ideal choice for anyone seeking to achieve their financial goals. We highly recommend contacting Pacific Wealth Management through their website to schedule an appointment and take the first step towards a more secure financial future.

👍 Reviews of Pacific Wealth Management

C. M.

5/5

With over 15 years experience with this great team, I am proud to pass along a glowing recommendation. Through life's high and lows and interest rate swings, PWM has provided guidance and care and have given my family an overwhelming sense of security that we are in good hands. As a retired banker who no longer wanted the responsibility of tracking these crazy markets, I have confidence in the strategy they employ. Our golden years are filled with hope and confidence with this team at the helm.

Milam F.

5/5

Justin and Isaac and the PWM team are professional, efficient, kind and immensely helpful! I value them as an important resource—a combination of both pragmatic assistance and knowledge AND emotional sturdying in the complicated realm of money.

Mike T.

5/5

I appreciate Jim, Justin, Mike and Melody for helping me with my retirement account. They are professional, courteous, knowledgeable and very helpful. I highly recommend the Pacific Wealth Management team

Ira S.

5/5

Pacific Wealth Management is an excellent financial advisory firm. My wife and I have really enjoyed working with Jim, Justin and their team over the past 3+ years. We sought their advice during the last few years prior to our retirement when we decided to move our account away from one of the larger wealth management firms. We found them to be knowledgeable, responsive, creative and strategic. We like that the size of the firm allows us to work directly with its senior members. Despite the volatility in the financial markets resulting from Covid-19 and its aftermath, PWM has managed our portfolio admirably. We highly recommend PWM if you are looking for a wealth management advisor.

James O.

5/5

We've been working with Pac Wealth of San Diego for over 25 years. Pac Wealth, it's leadership management team including Jim & Justin Kuntz and the rest of the company has been top-notch in all aspects of our wealth management efforts. From proper investment strategies to tax mitigation efforts, Pac Wealth has made good things happen for us. The customer service responsiveness, thoroughness in research and wonderful rapport have made all our interactions not only highly productive but thoroughly enjoyable. No doubt about it --- Highly recommend Pac Wealth !

Eric M.

5/5

Pacific Wealth is a great financial advisory firm. I have really enjoyed working with Jim, Justin and the rest of the Pacific Wealth team. They are very experienced, knowledgeable and responsive. Most importantly my portfolio has done better working with Pacific Wealth than any other Financial Advisory Firm that I have used in my 30+ years of investing.

Mark D.

5/5

We’ve worked with Pacific Wealth Management for a number of years. They have consistently provided high quality insight and guidance, and this has served our portfolio very well. They’re very pleasant to work with and have provided excellent financial advice related to various life events and situations over time. We recommend Pacific Wealth Management without hesitation!

Barb W.

5/5

Pacific Wealth Management’s expert team of professionals are some of the best, anywhere. As our family has grown and moved seven times around the country, we have continued to rely on their professional guidance, built on a foundation of experience, research and resourcefulness. They embrace their responsibilities seriously, understand our financial objectives and always act in our best interest. We appreciate their disciplined financial planning oriented approach that they are taking to help us retire with confidence and piece of mind so that we can focus on adding more fun to our retirement adventures. Pacific Wealth Management has delivered consistent value to our family for more than 20 years and we look forward to the next 20.