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Our Primary Purpose

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.

Finding Your Fit

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.

Laura Steinbeck, CFP®, ChFC®, CDFA®

Founder / Financial Advisor

925.660.6044

Laura@PacWealthPlan.com

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...

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Glenn Bittner, RICP®, CLTC®, AIF®

Financial Advisor

925.660.6044

Glenn@PacWealthPlan.com

Glenn joins Pacific Wealth Planning, Inc. with 7 years in the financial industry. As a Financial Advisor, Glenn recognizes that money is more than just math. He understands that everybody’s views of money are uniquely their own,...

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Michael Steinbeck

Director of Operations

925.660.6044

Mike@PacWealthPlan.com

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...

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Jessica Korb

Insurance Services Coordinator

925.660.6044

Jessica@PacWealthPlan.com

Jessica joined Pacific Wealth Planning, Inc. in 2024 as our first remote team member.  Before joining our ranks, Jessica skillfully managed a dental office in northern Wisconsin, a role that required adaptability and a keen...
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Walter and Henry

Brand Ambassador

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. Henry joined us in 2022 and Pacific Wealth Planning is their second home. ...

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Client Centered

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.