Pacific Crest Financial Advisors, LLC

Pacific Crest Financial Advisors provides personalized financial planning and investment management to individuals, trusts, estates, and small businesses. Pacific Crest Financial Advisors operates as a fee-only advisory firm, meaning they do not sell insurance or commissioned financial products and do not accept referral fees or commissions of any kind. Their primary investment approach focuses on strategic asset allocation and global diversification, utilizing a mix of passive index funds and exchange-traded funds alongside actively managed funds. In addition to managing portfolios, Pacific Crest Financial Advisors assists clients with cash flow management, retirement planning, tax strategies, estate planning, education funding, and insurance reviews.