Pacific Financial Strategies Inc

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Pacific Financial Strategies Inc PACFS is a SEC registered investment advisor helping individuals, families, and small business owner Pacific Financial Strategies, Inc.

is a SEC registered investment advisor helping individuals, families, and small business owners identify and achieve their vision of the future, making retirement dreams come true. We strive to understand each client’s life situation, providing strategies, solutions, and services to maximize the growth, preservation and tax-efficient transfer of personal wealth. We are committed to maintaining the highest standards of integrity and professionalism, seeking to provide our clients with excellent service. We look forward to working with you!

69% of women live without a spouse or partner. If you are a woman, you need to have a financial strategy. Read more in o...
10/18/2026

69% of women live without a spouse or partner. If you are a woman, you need to have a financial strategy. Read more in our infographic:

Learn more about women taking control of their finances with this infographic.

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sens...
10/17/2026

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sense for your situation and timeline.

Compare the long-term financial outcomes of renting versus buying a home.

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenario...
10/16/2026

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenarios where you are eligible earlier. Learn more:

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between...
10/15/2026

Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between Medicare Advantage and Original Medicare coverage here:

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.

There’s no shortage of investment analysis for anyone interested. What’s important to understand?
10/14/2026

There’s no shortage of investment analysis for anyone interested. What’s important to understand?

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

Marriage changes everything, including your insurance needs. Here are some things to look out for.
10/13/2026

Marriage changes everything, including your insurance needs. Here are some things to look out for.

Marriage changes everything, including your insurance needs.

Learn the language of life insurance.
10/12/2026

Learn the language of life insurance.

When considering life insurance, it's important to understand your options.

Leasing a car? Consider gap insurance to protect against losses that may not be covered by your current policy.
10/11/2026

Leasing a car? Consider gap insurance to protect against losses that may not be covered by your current policy.

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

If you have employer-issued stock, an understanding of Net Unrealized Appreciation strategies may benefit your portfolio...
10/10/2026

If you have employer-issued stock, an understanding of Net Unrealized Appreciation strategies may benefit your portfolio.

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

Find out whether you are insurable before implementing a strategy using life insurance.
10/09/2026

Find out whether you are insurable before implementing a strategy using life insurance.

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Address

223 E Thousand Oaks Boulevard, Ste 403
Thousand Oaks, CA
91360

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

Telephone

+18189917794

Website

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