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At Pacific Investment Research, we understand what a big step it is to select the firm who will help manage your money. So we offer multiple ways to find out if we’re right for you.

 

Learn more about our Complimentary Meeting here.

 

Learn more about our Second Opinion Investment Review here.

 

Download our free eBook titled “How to Select the Best Financial Advisor for your Retirement Planning Needs” here.

 

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We offer several ways to get to know us so you have the confidence you’re making the right decision for your financial needs.

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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.
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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.

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