Asset Management

Our Primary Service: Asset Management With Personal Care

Pacific Park Financial, Inc. manages investment assets for individuals and small businesses. We actively invest your dollars on your behalf, communicating with you frequently.  We communicate with you on the phone and via e-mail. We meet with you regularly to discuss the growth of your portfolio. Best of all, we respond promptly to your inquiries.

We strongly oppose commission-based advice and we do not earn commissions for our service(s). It is our belief that charging a commission has the potential to compromise an advisor’s decision-making. In addition, commission-based investments often perform poorly because of the higher cost structure.

In contrast, we strive to lower investor costs and increase investor returns through the use of exchange-traded funds (ETFs). Our fee-only approach provides the clarity and objectivity that our clients deserve.

As Certified Financial Planners (CFP®s), we know that you can benefit from our knowledge of tax, insurance and/or business planning issues. We work closely with trustworthy professionals in the community that can assist you in other areas of personal finance, tax planning, insurance and retirement.

If you would like to speak with us about protecting and growing your money, give us a toll-free call at 888-500-4279.