NAVIGATING OUR CLIENTS TO REACH THEIR FINANCIAL GOALS

Your tell us the destination , we chart the course to get you there

OUR FIRM

We are a recognized world leader providing full-service financial and investment support to new and seasoned investors alike

LEADERSHIP TEAM​

The investment strategies that drive our clients’ success are well-earned – the professionals who make up our leadership team are talented, driven, and have the real-world experience to create results – and peace of mind.

David Adefeso

CEO

Nick Waggoner

Operations manager

Ben Kim

Senior Associate

Nathan Gierke

Chief Compliance Officer

How are we different?

 
  • At The Pacific Group, we’re more than just an investment advisory firm. 
  • We’re a team of dedicated professionals who want to see you reach your financial and personal goals. 
  • Because of our position in the financial industry, we are able to provide you with a financial strategy that’s uniquely your own. Whatever your goals, we have the knowledge and resources to get you there.