SEC CRD #801-68311
A Santa Barbara-based independent wealth management & financial planning firm and Registered Investment Advisor (RIA), serving high net-worth families. Pacific Wealth Strategies Group, Inc. is a Santa Barbara-based independent wealth management / financial planning firm and Registered Investment Advisor ... A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment ...
ERIN J. NEIL
PRESIDENT & CHIEF COMPLIANCE OFFICER
📞 (805) 966-7775
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AUM
$253M
Location
SANTA BARBARA, CA
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