Brian Merritt's Contact Details

Brian Merritt's Company Details

Pacific Financial Strategies, Inc.

Agoura Hills, California, United States • 7 Employees
Investment Management

Pacific Financial Strategies, Inc. is a fee only Registered Investment Advisory firm headquartered in Agoura California. Pacific Financial provides custom financial planning and wealth management to high net individuals, businesses, and non-profit organizations. Pacific Financial was founded by J. Art Garcia on the philosophy that "only by understanding our client's goals, values, and current financial situation can we provide the best possible advice". We offer a comprehensive approach to all aspects of our client's financial situations. Our perspective is on both short-term and long-term needs such as: investments, income strategies, estate tax minimization, estate planning, risk management, social security, Medicare, and more. Our goal is to create a lifelong partnership with our clients.