# Pacific Sun Financial

Pacific Sun Financial is a Bank / Wealth / Trust based in Los Angeles, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Los Angeles, United States
- **Region:** North America
- **Address:** 10940 Wilshire Blvd, Suite 1450, Los Angeles, CA 90024, United States
- **Founded:** 1974
- **Assets under management:** Undisclosed
- **Website:** pacsunfinancial.com
- **LinkedIn:** https://linkedin.com/company/pacific-sun-financial-corporation

## Regulatory record

- **CRD number:** 284286
- **SEC file number:** 801-107989
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/284286

## About

Pacific Sun Financial was established in 1974 by Mitch Fisher, a CERTIFIED FINANCIAL PLANNER™ who remains the firm's founder and president. Operating from a single office on Wilshire Boulevard in Los Angeles, the firm provides personal money management and financial guidance to individuals, businesses, trusts, and estates. Fisher acts as the principal architect and investment manager for client portfolios. The firm structures its investment offering around time-tested techniques, with the stated goal of increasing client net worth while saving taxes. Services include retirement planning, insurance planning, portfolio management, and asset protection. Client reviews happen quarterly or semi-annually and can involve coordination with outside attorneys and accountants. The firm uses Charles Schwab & Co. for custody, as indicated by its client login portal. The firm maintains a deliberately contained footprint. It operates from a single location, 10940 Wilshire Boulevard in Los Angeles, and does not publicly disclose total assets under management or total deployment figures. Its website centers on a blog authored by Fisher, which in May 2026 covered market conditions around AI-driven tech earnings and S&P 500 highs. No adjacent vehicles, philanthropic foundations, or institutional co-investment structures are publicly documented. Pacific Sun Financial represents an increasingly uncommon model in wealth management: an independent registered investment advisor run for five decades by its original founder without visible institutional transition planning. The firm's concentration of portfolio construction, client relationship management, and business operations in a single principal creates a distinct, individual-centric structure with no publicly disclosed investment committee or next-generation management layer.

## People

- Mitch Fisher — Founder and President

## Questions

### Who makes investment decisions at Pacific Sun Financial?

Founder and President Mitch Fisher, a CERTIFIED FINANCIAL PLANNER™, acts as the principal architect and investment manager for all client portfolios. The firm has not disclosed any additional portfolio managers or an investment committee. Fisher has been in the financial services industry since 1974.

### What does the firm's succession plan look like?

No succession plan has been publicly disclosed. Founder and President Mitch Fisher is the sole named principal after 50 years of operations. This represents a key structural risk, as the firm's investment management and client relationships are concentrated in a single individual with no visible next-generation management layer or internal ownership transition timeline.

## Related profiles

- [Pacific Road Capital Management](https://altss.com/profile/pacific-road-capital-management)
- [Pacific Value](https://altss.com/profile/pacific-value)

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

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