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Pacific Wealth Management
- Investment Service
- San Diego, CA
About this business
At Pacific Wealth Management, we embrace the higher fiduciary responsibility that comes with being an independent advisory firm, aligning our objectives with yours and working within a compensation model that ensures we act in your best interests at all times. Before you decide to work with us, all prospective clients are invited to three, no-obligation meetings where you will receive actionable recommendations and in-depth insight into how we can help you achieve your goals. Our services include: financial planning, retirem... read more
Location details
11512 El Camino Real #350, Suite 440, San Diego, CA, 92130, United States
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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.
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.
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 market... read more
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
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 ... read more
Frequently asked questions about Pacific Wealth Management
How is Pacific Wealth Management rated?
Pacific Wealth Management has a 5 star rating with 15 reviews.
When is Pacific Wealth Management open?
Pacific Wealth Management might be open. It requires an appointment.