In my role as Portfolio Manager, I monitor our investments daily to ensure they are properly allocated, while producing disciplined performance reports so our clients remain informed. In my spare time, I enjoy exercising outdoors and playing golf. I graduated with honors from the University of California, Berkeley and earned my Master of Science in Business Administration with a specialization in financial and tax planning from San Diego State University. Outside of the office, I enjoy playing blues guitar, surfing and spending time with my wife and baby daughter.
Ready to retire from a prosperous architecture practice, Josh and his wife, Miriam, are looking to secure their financial future in the next chapter of their lives. Josh and Miriam are both enthusiastic and concerned about their upcoming golden years. Josh is retiring after building a prosperous architectural firm, while Miriam successfully raised two children. Ten years younger than Josh, Miriam has always let him manage their finances. At Pacific Wealth Management, we work with couples considering or already in retirement to ensure they maintain their comfortable lifestyle throughout their retirement.
Our comprehensive financial planning process will help make sure their legacy efficiently passes, as they intend, to their children. A young, very successful corporate executive, Elliot is looking for a wealth management firm to oversee his growing net worth.
He enjoys the excitement of start-up companies and the opportunities they present. Pacific Wealth Management works with young, successful executives like Ryan to preserve their well-earned prosperity, providing a disciplined plan and a team to implement it. Our proactive communication effectively keeps them informed of their progress and in control of their financial world.
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In the process of completing an emotional divorce, Sophia was looking for a wealth management firm with a fiduciary approach to protect her future. Goals: Protect her interests and secure her future after divorce.
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Winding down a challenging and emotional divorce, Sophia was looking for a firm that offered the support, education and discipline necessary to take back control of her financial future. Like most individuals, Sofia did not anticipate her marriage ending in divorce. With a successful career as a law firm administrator, it felt comfortable for her husband — a wealthy real estate developer — to manage their financial affairs. Now, she is interested in assembling her own team, acting as her fiduciary, to take charge of her finances.
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Pacific Wealth Management embraces the higher fiduciary responsibility that comes with being an independent advisory firm, aligning our objectives with our clients and working within a compensation model that ensures we act in their best interests. Anticipating the sale of their business, Ethan and Jenna were searching for an advisory firm to help them navigate the transition.
They knew they needed an advisory firm experienced in the complexities of high net worth wealth management. Pacific Wealth Management is experienced at working with individuals who have accumulated significant wealth from a liquidity event, such as the sale of a business. The intricacies of reaching your lifestyle goals before and after retirement are often challenging and complex.
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Our disciplined planning process is transparent, providing clients with a clear understanding of every aspect of their financial life. This consistent approach provides clients with confidence and a sense of trust. Our comprehensive wealth planning ensures each important financial decision is intelligently analyzed, deliberate, complementary and always in your best long-term interest. Before you decide to work with us, all prospective clients are invited to three, no-obligation meetings where you will receive actionable recommendations and in-depth insight into how we can help you achieve your goals.
Our first meeting is all about getting to know one another. We are interested in who you and your family are and where you want to be. We will gain a comprehensive understanding of your past, present and future financial goals. In the second meeting, we'll explore opportunities to expand on your goals, as well as identify any gaps in your current strategy.
Then, we'll refine your financial plan , evaluating potential scenarios so you understand how your finances may be impacted. Afterwards, we'll review your investments, identify your optimal risk tolerance and share our investment research resources. You can always take on more risk after, when the stakes are smaller. If that seems low, start higher, but protect your capital by spending less in bad market years. Put your assets in the right place.
They include index and buy-and-hold equity funds that trade infrequently and generate few capital gains distributions. Rethink your target. Most retirement advice and online calculators assume you are going to spend the same amount, adjusted for inflation, each year after you stop working. In reality, spending tends to decrease as you move through retirement, according to David Blanchett of Morningstar Investment Management.
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When working out your retirement budget, make a distinction between fixed, essential costs and those you may have more flexibility with. Maximize Social Security.
Well, there is such a thing: Social Security. One of the most famous rikishi of all time was never promoted to the rank of yokozuna. Terunofuji endures tough times to get back on track On a day when yokozuna Hakuho all but sealed his 43rd Emperor's Cup, the biggest news out of Fukuoka concerned a man in sumo's third division.
Terunofuji clinched the makushita title wit Hakuho seals 43rd career title Yokozuna Hakuho won a record-extending 43rd championship and his first as a naturalized Japanese citizen on Saturday, taking out the Kyushu Grand Sumo Tournament with a day to spare.
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