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 and investment management. Our “STP” treatment and committment to clients for 40 years has three primary building blocks for mutual success: “Service, Trust, and Performance”. Our strategies and investment designs are customized and diversified to emphasize a long-term perspective that seeks to manage risk and volatility. The firm’s clients include a diverse group of business people and professionals in medicine, law, dentistry, religion, education, entertainment, engineering, the arts, real estate, sports, manufacturing, accounting, construction, and technology.
Our intent is to build smart portfolios and use time-tested methods that should be able to grow steadily and stand strong against the occasional financial storm. President and CFP Mitch Fisher has been in the financial services and investment industry since 1974. Pacific Sun Financial Corp was incorporated in 1985.
The professional staff of Pacific Sun Financial Corp has attended nationally recognized and respected colleges and universities. Mitch Fisher earned a BA degree from Claremont McKenna College and the designation of Certified Financial Planner. Judy Slone earned a BA degree from Arizona State and a Teaching Credential from San Diego State University. Ryan Fisher, Attorney at Law, earned a BA degree from UC Santa Barbara, a JD degree from Southwestern Law School, and passed the California Bar Exam. Karen Fisher attended UC Berkeley, earned a BA degree from UCLA, a Teaching Credential from USC and a Masters Degree from Cal State LA.
It is a pleasure for us to serve our clients all over the world.