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, were not here to collect commissions by selling you products you dont 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 Certi...