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Pacific Pointe Advisors

Pacific Pointe Advisors

523 Chapala St, Santa Barbara (CA), 93101, United States

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(805) 845-2403

Categories
Now CLOSED
Work hours
MO 08:00 – 17:00 SA closed
TU 08:00 – 17:00 SU closed
WE 08:00 – 17:00
TH 08:00 – 17:00
FR 08:00 – 17:00
About ABOUT US
Pacific Pointe Advisors cover
Description Pacific Pointe Advisors is an independent investment advisory firm founded on the belief that big banks and brokerage firms have become too large and conflicted to effectively meet the needs of private investors. We have made it our mission to provide non-conflicted, prudent investment advice to our clients. We do not sell any in house products that benefit our firm, nor do we receive commissions or incentives from other organizations. In 2009, we entered into a strategic partnership with Beacon Pointe Wealth Advisor (BPWA), one of the top independent consulting firms in the country. Our partnership with BPWA adds significant depth to our firm. In addition to our pure consultative approach, part of our overall investment process has evolved to focus on identifying companies or portfolio strategies that provide our clients attractive returns while also making a positive social and/or environmental impact in the world. We fundamentally believe that a successful investment policy can align personal interests and values without sacrificing return objectives. In fact, our impact investment thesis is based on the view that companies who are at the forefront of creating change to better our world will be profitable business enterprises for many years to come.

OUR SERVICES INCLUDE:

Comprehensive Financial Planning
Investment Policy Development and Review
Manager Selection and Implementation
Enhanced Cash Management
Estate Planning Consulting
Insurance Risk Management Planning
Philanthropic Guidance
Comprehensive Reporting and Digital Document Storage
Residential Jumbo Mortgages and Commercial Investor Loans
Concierge Services

PACIFIC POINTES

Historically, the prevailing belief has been that bigger is better, and larger financial institutions are more safe and secure. This age old adage is now being questioned as a result of the events that occurred in 2008. Pacific Pointe, by design, is structured to fill the gap where the mega investment firms fall short. We not only
  • 523 Chapala St, Santa Barbara (CA), 93101, United States
  • Get Directions

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