Pacific Sun Financial Corp.
Pacific Sun Financial Corp is an independent, fee-based financial services and investment advisory firm headquartered in Los Angeles, California. Founded in 1985, it offers comprehensive personal money management, financial and retirement planning, tax reduction, and wealth preservation services to individuals and businesses, particularly high net worth clients. The firm has a long-standing commitment to 'Service, Trust, and Performance' and is led by President and CFP Mitch Fisher. Pacific Sun Financial Corp serves a diverse client base, including professionals from various industries, and is staffed by experienced professionals with strong educational backgrounds.
Investment Strategy
Pacific Sun Financial Corp focuses on long-term, customized, and diversified investment strategies designed to build smart portfolios and manage risk and volatility. Its philosophy emphasizes time-tested methods, steady growth, and the ability to withstand market fluctuations. The firm aims to provide high-quality planning and investment management services tailored to client needs, with an emphasis on service, trust, and performance. Their approach includes personal financial planning, retirement plans, tax strategies, and wealth preservation solutions.
Top Holdings
Equity Positions (188)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 5.10% | $9.8M | 47,587 | $192.04 | $205.17 | -$462.9K |
F FDN | FIRST TR EXCHANGE-TRADED FD | 4.12% | $7.9M | 29,270 | $162.99 | $269.33 | +$1.4M |
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 3.24% | $6.2M | 12,755 | $349.51 | $485.77 | -$267.9K |
X XLK | SELECT SECTOR SPDR TR | 2.58% | $4.9M | 19,513 | $177.95 | $253.23 | +$978.5K |
S SLYG | SPDR SERIES TRUST | 2.52% | $4.8M | 54,440 | $77.01 | $88.75 | +$200.7K |