Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
Founder / Financial Advisor
Laura provides insight and solutions that help her clients understand the impact of their financial decisions and assists them in achieving their financial dreams. Her goal is to create a clear financial picture for her clients and to...
Angelina joined Pacific Wealth Planning, Inc. as a Financial Professional and brings with her more than a decade of experience in the financial services industry. Angelina’s first role in the industry...
Director of Operations
Michael Steinbeck, Director of Operations at Pacific Wealth Planning, Inc., brings more than decade of experience from Employee Relations and Sales Management. Not only does Michael assist in running the day-to-day operations of the...
Walter, Brand Ambassador at Pacific Wealth Planning, Inc. has been with the company since its inception in 2020 and has grown up in the company, literally. Pacific Wealth Planning is his second home. Walter not only is our Brand...
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.
Pickleball in Retirement
Spotting Credit Trouble
Comparing Mortgage Terms