Pacific Sun Financial Corp

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Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners

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Today: 9:00 am - 5:00 pm

(949) 716-8646Call Visit WebsiteVisit Website Map & DirectionsDirections95 ArgonautAliso Viejo, CA 92656 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near Aliso Viejo with Investment Advisory Service

Laguna Hills (2 miles)
Mission Viejo (5 miles)
Lake Forest (7 miles)
Laguna Beach (8 miles)
Laguna Niguel (8 miles)
San Juan Capistrano (12 miles)
Irvine (12 miles)
Rancho Santa Margarita (12 miles)
Corona Del Mar (14 miles)
Dana Point (14 miles)

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Other Link: https://pacsunfinancial.com/first-meeting-checklist
Categories: Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financial Services, Insurance, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers

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Phone: (949) 716-8646

Address: 95 Argonaut, Aliso Viejo, CA 92656

Website: https://pacsunfinancial.com/first-meeting-checklist

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Pacific Sun Financial Corp

Charitable Giving
Estate Taxes
Roth IRA
2. Retirement Plan proposal, design and implementation. Blueprint and design, set-up, investment management, regular monitoring and participant meetings. We consult with third party administrators, actuaries, and other qualified plan professionals. Types of plans include 401K, Profit Sharing, 403B, IRA, Defined Benefit, Money Purchase, Sep-IRA, Roth-IRA, Simple IRA, Welfare Benefit, ESOP, and Deferred Compensation.

Investment Management
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.
Mutual Funds
1. Investments for individuals, companies, trusts, and charities. Licenses: Certified Financial Planner, Registered Investment Advisor, 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 or “robo-investment” advisory services are offered through Schwab’s Intelligent Portfolios. Impact investments are available that encompass environmental, social and governance (ESG).
Bonds

Accounting Services

Retirement Planning
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.
Annuities
3. Life, Health, Disability Insurance and Annuities for individuals and companies. Buy-Sell agreements, Key-person coverage, Owner-Succession plans, Estate Tax insurance policies, Annuities, Income replacement and Family Protection policies.
Asset Management
3. Documentation. Documents that are usually included for review include Living Trusts, Gift Trusts, Wills, Durable Powers of Asset Management and Health Care, Generation Skipping Provisions, and Asset Transfers.
Living Trusts
Asset Protection
President – Mitchell J. Fisher, CFP: Mitch is the President of Pacific Sun Financial Corp since 1985. He is a Certified Financial Planner who specializes in designing, analyzing, and managing investment portfolios and asset protection plans. Mitch grew up in Los Angeles and graduated with a Bachelor’s degree from Claremont McKenna College in 1972. He played professional basketball for a European Cup team and has owned two international businesses. Mitch opened his first financial services office 45 years ago in Westwood. He is the founder and past chairman of Saddleback Memorial Hospital Foundation BAC. Mitch loves basketball, golf, gardening, the ocean, and being with his family in Kauai.

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