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 If you are a successful entrepreneur making millions, Pacific Capital is your next call. The team knows how to have your money work for you, and give you freedom. They saved us another $10K in taxes with a small review of our bills. Incredible team!

 I truly feel less stressed now having met with the team and reviewed the plan to achieve my goals. If you are looking for a trusted financial advisory team, you definitely should look for a fiduciary and you won't find a better team than the Pacific Capital Team!

 As a business owner, I believe that a high moral standard, integrity, and trust are significant values in running a company which is why I can appreciate and recommend Pacific Capital to my friends and family.

 It's very rare these days to find a company that tells you what the next steps will be at your very first meeting and the timeline for those next steps, and then follows through exactly on schedule!

 Great team that helped to make sure not only my portfolio was balanced and made recommendations, but also reviews tax strategy, insurance, other liabilities and family planning.

 They put together a like-minded team who all take good care of me. I highly recommend Pacific Capital as the financial team for you.

 They are extremely personable, responsive, and knowledgeable. They have helped us so much with making sure that our family is set up for success now and for the future!

 From financial advice to investment management, they are always 100% transparent and act in the client's best interest.

 I enjoy knowing that I have a strong team working with me on my financial goals!

 I wholeheartedly recommend Pacific Capital. They are extremely professional, reliable, and responsive. They tailor your portfolio to your unique personal and family goals while mitigating risk and providing tax-friendly means for managing your money.

 If you're looking for someone trustworthy to look after your hard-earned wealth, look no further than Pacific Capital.

 Pacific Capital definitely has my trust. If Pacific Capital team is on your radar of trusted fiduciaries, then you'd do yourself and your loved ones a great service by pulling the trigger and working with them.

 Pacific Capital helped me plan my retirement and I am enjoying it. They have a great team that can help you prepare.

 If you're looking for a financial team that backs their extensive expertise in their fields with integrity, understanding and attention to detail then look no further. I cannot recommend the team at Pacific Capital enough.

 Pacific Capital is a premier wealth management firm in Southern California. The Team is extremely knowledgeable, professional, trustworthy, and goes out of its way to help its clients reach their financial goals.

 Pacific Capital team is always there to answer any questions or concerns that we have. I would recommend them to anyone looking to retire or make investments. This was a good move for us.

 The team is honest, professional, and tremendously friendly. They are dedicated to achieving your financial goals and removing financial stress from your daily lives.

 They go above and beyond in making sure that the financial decisions I make in my life are in my best interest. Highly recommend.

 Top wealth management company. I like how they don't just focus on investments, but they can help answer our questions on any financial topic.

 My experience with Pacific Captial team has been only positive because of their integrity, trustworthiness, and genuine interest in my success.

 Everyone at Pacific Capital has been extremely friendly and responsive. They are always there to answer my questions and have truly earned my trust. Beyond thankful for the team!

 Pacific Capital is a company of professionals who are trustworthy and put their clients’ needs above everything else! They treat clients like family and I feel comfortable asking their team anything in regards to financial life management.

 The financial advisory team at pacific capital are a team that can be trusted. Their experience and advice will help you down the path you need for growth and financial health.

 Being a widow, I have put my finances in their fully capable hands. I appreciate the timely contact concerning the market’s ups and downs. They take care of me and that is something I value and appreciate.

 Pacific Capital is amazing. They are very knowledgeable and their advice is always what’s best for you and your situation. I would recommend them to all my friends and family and anyone looking for solid financial advice.

 We feel very empowered understanding where we are, where we want to go, and most importantly having a road map on how to get there.

 One thing is for certain, either you will outlive your money, or your money will outlive you. Chad and his team will make sure the latter comes true for you.

 Pacific Capital provides me with straightforward, unbiased professional and excellent personal service. I always look forward to the very informative quarterly reviews of the financial plan and retirement plan they provide to me.

 To anyone who might, understandably, be skeptical about working with a wealth management company, I would just invite them to look into Pacific Capital.

 Their mission is to assist clients with enjoying life by removing your stress regarding money. So, if you're feeling any anxiety about finances, please contact them immediately to receive "trusted" guidance.

 We have been very pleased with the care and support the staff at Pacific Capital has provided to our financial security and with taking the time to develop a friendly relationship with my wife and I.

Financial/ INSURANCE Salesperson

Sales agents and sales brokers (acting like “advisors”), working at a bank or insurance company, charging commissions, bringing conflicts of interest. 

Certified Financial Fiduciary®

Completely independent and objective professionals, no commissions, held to a higher legal standard of fiduciary care in all advice given to you. 

Cori Parks, CRPC®, WMS, CFF®

Client Service Director

Josh Coniglio, CFP®, CFF®

Director of Financial Planning

Morgan Fippinger, CFA, CFP®, CFF®

Investment Research Analyst

Randy Francis, CFP®, CFF®

Client Wealth Strategist

Katrina Samuel, CFF®

Client Service Coordinator

Matt Munson

Family Office Liaison

Laurence Williams

Client Insurance Specialist

Caitlin Nierenberg

Business Manager

Oriya Hirschhorn

Executive Assistant

Cori Parks, WMS, CRPC®

Client Service Director

Josh Coniglio, CFP®, CFF

Director of Financial Planning

Blake Wilkinson, CFF

Director of Investment Strategy

Rikki Ridgeway, CFF

Randy Francis, CFP®, CFF

Client Wealth Strategist

Laurence Williams

Client Insurance Specialist

Brian Manderscheid

Director of Insurance Planning

Trevor Twitchell, CRPC®

Private Wealth Advisor

Lance Ray

Client Home Loans

Brian Manderscheid

Director of Insurance Planning

Trevor Twitchell, CRPC®

Private Wealth Advisor

Neliza Becker

Director of Client Engagement

Client Advisor

Cori Parks, WMS, CRPC®

Client Service Director

Josh Coniglio, CFP®, CFF

Director of Financial Planning

Blake Wilkinson, CFF

Director of Investment Strategy

Rikki Ridgeway, CFF

Client Service Specialist

Randy Francis, CFP®, CFF

Client Wealth Strategist

Laurence Williams

Client Insurance Specialist

Brian Manderscheid

Director of Insurance Planning

Trevor Twitchell, CRPC®

Private Wealth Advisor

Smart, Not Spoiled

Beyond the Money

Fit for Wealth

Wealth Wired Differently

Contact Us

 844-777-8777