PACIFIC FINANCIAL STRATEGIES, INC of THOUSAND OAKS, CA is an SEC-registered investment adviser (CRD 151434). Regulatory assets under management: $201.2M.
Compensation: % of AUM, Other.
Clients served: Individuals, High net worth.
| 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 | — |