Pacific Investment Advisory

offers highly personalized investment service to high net worth individuals, large families, and institutions. We are small by intent—so that each client represents a significant portion of our business—and is treated accordingly.

Our Mission:

•	Help people retire early,
•	Preserve their wealth, so they may live well throughout retirement,
•	Educate the next generation & facilitate the transfer of wealth.

As a Registered Investment Advisor, we are required by law to act in our clients' best interests. We are dedicated to the growth and preservation of principal — using equities, corporate & municipal bonds, options, mutual funds and sound alternative investments — employing asset allocation strategies learned through years of experience, backed by a USC MBA degree.

Because we have learned that our clients' success ensures our success, we pride ourselves on going beyond the standard investment management obligation.

Because making life better for others makes life better for all of us, we are committed to outstanding service for our clients and the community in which we live.

Pacific Investment Advisory is a Registered Investment Advisor offering money management & financial services to affluent clients nationwide. Located in La Cañada,California near Pasadena, San Marino, USC, Los Feliz, and Glendale, CA.