Dedicated to providing a safe harbor for your investments
Dedicated to providing a safe harbor for your investments

offers highly personalized investment service to high net worth individuals, families, and institutions. As a small firm, each client represents a significant portion of our business - and is treated accordingly

Our Mission:
Help people retire early,
Preserve their wealth, so they may live well
throughout retirement,
Educate the next generation & facilitate the
transfer of wealth.

As a Registered Investment Advisor, we are required by law to act in our clients' best interests.  We are dedicated to the growth and preservation of principal - using equities, corporate & municipal bonds, options, mutual funds and sound alternative investments - employing asset allocation strategies learned through years of experience, backed by a USC MBA degree.

Because we have learned that our clients' success ensures our success, we pride ourselves on going beyond the standard investment management obligation.

Making life better for others makes life better for all, so we are committed to outstanding service for our clients and the community in which we live.

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Copyright ©2024 Pacific Investment Advisory - All rights reserved.

Pacific Investment Advisory is a Registered Investment Advisor offering money management & financial services to affluent clients nationwide. Located in La Cañada, California near Pasadena, San Marino, USC, Los Feliz, and Glendale, CA.