Financial Advisors in San Diego, CA
Our goal is to bring clients the peace of mind that comes from knowing they’ve made wise financial decisions. We combine deep financial planning expertise with sophisticated technology to get clients on track towards their goals, help them monitor their progress, and ensure that all the pieces of their financial lives are in place.More
We believe that patience, composure, and a value focus (avoiding overpriced investments while seeking out the underpriced) are crucial to long-term investment success. Our disciplined, value-based approach to asset allocation is cost-efficient, tax-sensitive, and tailored to the goals and risk profile of each client.More
We work with nice people who are seeking honest and thoughtful advice in a friendly, no-pressure environment. While our approach to investing, planning, and communicating tends to attract technology professionals and other analytical thinkers, we work with a very diverse group and welcome all types of clients.More
In our decades of combined professional investment and financial planning experience, we've been through multiple booms and busts and handled a great variety of client financial situations. With two CERTIFIED FINANCIAL PLANNER™ certifications, a law degree, and expertise in investment management, real estate, insurance, and estate planning, we have the credentials and experience to provide sound, comprehensive investing and financial advice.
Much of the financial industry is built around the idea that investment valuations don't matter. We think they matter a lot, and that the single best thing an investor can do to reduce long-term risk is to steer clear of seriously overpriced investments. Our investing process is disciplined, patient, and value-focused, seeking to assemble a diverse basket of reasonably priced investments while avoiding overvalued markets and bubbles.
We live our lives and run our company with a focus on doing the right thing, and we embrace our fiduciary obligation to always put our clients’ interests first.
We use best-in-class technology to augment our expertise and assist with financial planning, risk analysis, and portfolio reporting.
Pacific Capital Associates, Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Pacific Capital Associates, Inc. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. No advice may be rendered by Pacific Capital Associates, Inc. unless a client service agreement is in place.
The commentary on this website reflects the personal opinions, viewpoints, and analyses of the Pacific Capital Associates, Inc. employees providing such comments, and should not be regarded as a description of advisory services provided by Pacific Capital Associates, Inc. or performance returns of any Pacific Capital Associates, Inc. investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data, or any recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Pacific Capital Associates, Inc. manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.
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