Blog Client Login
Menu

Schedule a Phone Interview

Speak with a Financial Professional

We’re Here to Help

Whether you are dissatisfied with your current advisor, seeking a new one, or just curious about our investment philosophy and strategies, we are happy to speak with you. Simply tell us your name, email, and phone number, then select the time that works best for you.

We’re excited to meet you!

Submit

Learn More

Pacific Investment Research

Pacific Investment Research is a boutique investment advisory firm that provides financial planning and investment management services to investors throughout California.  We have more than 25 years of experience helping individuals and couples accumulate and preserve the assets they need for a secure financial future.  As fee-only fiduciaries, we put our clients' best interests first.
paladinregistry
Paladin Certified
This advisor or firm is a vetted, documented member of the Paladin Registry.

Certified is Paladin’s highest level of due diligence for financial advisors and firms. Paladin has conducted background checks for the credentials and ethics that are documented in its Registry research reports.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Click Here to view Paladin’s research report for this professional or firm.

Connect with us

© 2024 Pacific Investment Research. All rights reserved.