Pacific Center for Financial Services
The Pacific Center for Financial Services is a San Ramon, California-based investment advisory firm founded in 1997. The firm specializes in custom wealth management and financial planning services for individuals and families. It is registered as an investment adviser with the SEC and employs a team of advisors and support staff focused on providing tailored strategies to help clients achieve financial independence. The firm serves a broad client base in the Bay Area and beyond, leveraging years of experience to guide clients through life transitions.
Investment Strategy
The firm focuses on creating and managing personalized financial strategies designed to meet the specific needs and goals of each client. Using a consultative process, advisors at The Pacific Center for Financial Services identify client objectives, develop comprehensive plans, analyze appropriate solutions, implement selected strategies, and continuously monitor progress. The firm emphasizes independence, knowledge, and disrupting the financial status quo, guiding clients through life transitions with a focus on long-term financial well-being.
Top Holdings
Equity Positions (459)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QQQ | INVESCO QQQ TR | 14.43% | $53.2M | 96,426 | $329.06 | $551.64 | +$7.5M |
V VUSB | VANGUARD BD INDEX FDS | 13.10% | $48.3M | 968,310 | $49.34 | $49.87 | -$126.7K |
V VTI | VANGUARD INDEX FDS | 11.52% | $42.5M | 139,683 | $209.29 | $303.93 | +$4.0M |
S SMLF | ISHARES TR | 7.36% | $27.1M | 399,104 | $63.31 | $67.95 | +$2.0M |
V VO | VANGUARD INDEX FDS | 6.95% | $25.6M | 91,556 | $249.86 | $279.83 | +$1.8M |