Welcome to Pacific Sun Financial

 

Pacific Sun Financial is an independent, fee-based financial services firm providing personal money management and financial guidance for individuals and businesses. Founder and President Mitch Fisher, CFP has been in the financial services and investment industry since 1974. He is the principal architect and investment manager for the firm’s distinctive clients. Pacific Sun Financial Corp…

 

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President’s Message

For 40 years, I have been helping clients invest their money and protect their assets. The main focus of our company is to improve the quality of life for our clients so that they can spend more time enjoying their loved ones, having fun, and contributing to the community. I would like to show you how to increase your net worth with time-tested investment techniques and save taxes, too. Our…

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Financial Services & Investments

1. Investments for individuals, companies, trusts, and charities. Licenses: Certified Financial Planner, Investment Advisor Representative, Insurance Broker. We use individual stocks, bonds, mutual funds, exchange traded funds, certificates of deposit, real estate investment trusts, initial public offerings, structured settlements, and alternative investments for accredited investors. Automated…

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Asset Protection Services

We intend to provide services that include quarterly or semi-annual client reviews, conferences with your attorney, accountant and/or other advisors. We regularly update your assets and liabilities and review changes in your personal and family circumstances.

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Pacific Sun Financial Profile

Pacific Sun Financial Corp is an independent, fee-based firm which provides a broad scope of personal money management for individuals and businesses. These services include financial and retirement planning, tax reduction techniques, investments, and wealth preservation. The firm is committed to providing excellent financial services for our clients in what we believe to be high quality planning…

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You are now leaving the Pacific Sun Financial Corp website and will be entering the Charles Schwab & Co., Inc.(“Schwab”) website.

August 23, 2016

After yesterday’s sluggish market action, the bullish crowd came out chomping at the bit at the opening bell. The DOW was up by 101 points right at the start, coming within a fraction of the all-time high record close of 18,636 from last Monday.The... read more

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Pacific Sun Financial Corp

95 Argonaut, Suite 105
Aliso Viejo, Ca 92656
Phone: (949) 716-8646
Fax: (949) 716-8645

mfisher@namadvisorguide.com