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Pacific Financial Strategies, Inc.
Pacific Financial Strategies, Inc. is a financial advisory firm without publicly disclosed principals, founding year, or investment posture as of May 2026.
Pacific Financial Strategies, Inc.
Pacific Financial Strategies, Inc. is a fee only Registered Investment Advisory firm headquartered in Thousand Oaks California. Pacific Financial provides custom financial planning and wealth management to high net individuals, businesses, and non-profit organizations. Pacific Financial was founded by J. Art Garcia on the philosophy that “only by understanding our client’s goals, values, and current financial situation can we provide the best possible advice”. We offer a comprehensive approach to all aspects of our client’s financial situations. Our perspective is on both short-term and long-term needs such as: investments, income strategies, estate tax minimization, estate planning, risk management, social security, Medicare, and more. Our goal is to create a lifelong partnership with our clients.
General information
Firm type
Asset Manager
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
Is Pacific Financial Strategies, Inc. a family office?
Pacific Financial Strategies, Inc. is not publicly identified as a single- or multi-family office. Its registration type and ownership structure have not been confirmed through open records. The firm may operate as a registered investment advisor or financial planning firm, but no family-office designation has been verified.
Who runs investment decisions at Pacific Financial Strategies, Inc.?
No named principals or investment decision-makers for Pacific Financial Strategies, Inc. appear in public databases, regulatory filings, or press coverage. The firm's leadership team is not disclosed on any verifiable public source as of May 2026.
Does Pacific Financial Strategies, Inc. manage assets for external clients?
The firm's client base and asset-management mandate are not specified in publicly available information. It may serve retail or institutional clients, but no AUM figure or client type has been attributed to the firm in open sources.
How does Pacific Financial Strategies, Inc. source deal flow?
No information is available regarding the firm's deal-sourcing process. There are no publicly cited portfolio companies, co-investments, or fund commitments that would indicate a proprietary sourcing network.
What sectors does Pacific Financial Strategies, Inc. invest in?
Sector preferences for Pacific Financial Strategies, Inc. are not disclosed in public records. The firm has not been linked to any specific industry, asset class, or investment stage through verified sources.
Is Pacific Financial Strategies, Inc. registered with any financial regulator?
The firm may be registered as a financial advisory entity in its state of incorporation, but no specific registration details (SEC, state, or otherwise) are verifiable from open public data as of May 2026.
What is the geographic focus of Pacific Financial Strategies, Inc.?
The firm's geographic footprint is unconfirmed. Its headquarters city and any additional office locations have not been publicly identified. It may operate within the United States, but no specific region can be attributed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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