Pacific Sun Financial CORP

Pacific Sun Financial Corp. provides discretionary investment management services through a bundled wrap fee program, where clients pay a single fee that covers both advisory services and custodial trading costs. The firm builds customized portfolios using individual stocks, bonds, exchange-traded funds, options, and mutual funds tailored to each client's specific financial goals, risk tolerance, and time horizons. Pacific Sun Financial continuously monitors and rebalances client accounts as needed. In addition to investment management, the firm's professionals offer insurance and annuity products, and maintain an independent referral relationship for legal services. Pacific Sun Financial primarily serves individuals, high-net-worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and various business entities.