We are a team of CERTIFIED FINANCIAL PLANNER™ professionals dedicated to helping individuals approach retirement prepared.

Are You Currently Working with a Fiduciary?

A Fiduciary is someone legally and ethically obligated  to always put their clients' interest and goals ahead of their own.  Not all financial advisors are fiduciaries; if you're not sure about yours, it's time to ask.

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At Pacific Crest Wealth Planning, we are CERTIFIED FINANCIAL PLANNER™ professionals, widely regarded as the Gold Standard of professional development and qualifications--AND we are true fiduciaries. When we make a recommendation, it is always made with our clients’ best interests in mind. Why would you have it any other way?

Information on our site is updated frequently and we wouldn't want you to miss any developments in the areas of retirement and financial planning, please check back often.

If any of your questions weren't answered, please don't hesitate to contact us.

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Let's begin the discussion. Submit this form to schedule an initial conversation. We'll use what we learn to match you with the right financial professional for your background and requirements.

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