# PACIFIC FINANCIAL STRATEGIES, INC

PACIFIC FINANCIAL STRATEGIES, INC of THOUSAND OAKS, CA is an SEC-registered investment adviser.

## Registration

- CRD: 151434
- Type: SEC-registered investment adviser
- SEC file number: 801-70849
- Location: 223 E. THOUSAND OAKS BLVD., SUITE 403, THOUSAND OAKS, CA, 91360
- Phone: (818) 991-7794
- Latest filing: 2026-06-24
- Regulatory AUM: $201.2M
- Discretionary AUM: $201.2M
- Clients: 5
- Accounts: 980

## Business model

- Compensation: % of AUM, Other
- Clients served: Individuals, High net worth

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Joseph Arthur Garcia | PRESIDENT/CHIEF COMPLIANCE OFFICER; VICE PRESIDENT | — |
| Anna-Christina Brockschmidt | CEO & CCO, IAR; VICE PRESIDENT/FINANCIAL ADVISOR | — |
| GARCIA JOSEPH ARTHUR | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| GARCIA ARTHUR COLE | CHIEF COMPLIANCE OFFICER | — |
| DONAHOE BRENDA JEAN | CHIEF COMPLIANCE OFFICER | — |
| COYLE BRENDA JEAN | FINANCIAL ADVISORS | — |
| GARCIA ANNA-CHRISTINA | VICE PRESIDENT/FINANCIAL ADVISOR | — |
| Brockschmidt ANNA | VICE PRESIDENT/FINANCIAL ADVISOR | — |
| BROCKSCHMIDT ANNA-CHRISTINA | VICE PRESIDENT/FINANCIAL ADVISOR | — |
| Ariana Justine Mcdonald | CIO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/151434/brochure
- Similar advisers: https://search.stillhousedata.com/firm/151434/similar
- Related entities: https://search.stillhousedata.com/firm/151434/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/151434

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.