Our Firm (NEW2) - The Pacific Group

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

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.

Investment advisory and asset management services are offered by investment adviser representatives (IARs) through Pacific Advisory Capital Group, LLC (PAC), a registered investment adviser. PAC IARs are also, separately and apart from PAC, registered representatives who offer insurance products through Pacific Risk Management Group, PLLC (PRMG), which conducts business as PRMG Risk Management and Insurance Solutions, PLLC in the state of California. PAC does not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly qualified. PAC provides services under the DBA of The Pacific Group.

Please note that although Pacific Advisory Capital Group, LLC is a “registered investment adviser”, readers should be aware that registration with any securities authority does not imply a certain level of skill or training