# Pacific Financial Strategies, Inc.

Pacific Financial Strategies, Inc. is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/pacific-financial-strategies-inc

## Regulatory record

- **CRD number:** 151434
- **SEC file number:** 801-70849
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/151434

## About

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.

## Questions

### 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.

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Last updated: 2026-06-03T20:00:00.000Z

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