What are the opening hours?

Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Pacific Excel Wealth Advisors

Home
United States
Walnut Creek, CA
Pacific Excel Wealth Advisors

Pacific Excel Wealth Advisors is an independent financial planning and investment advisory firm. (PEWA)

Our specialties are managing wealth for medical and healthcare professionals, public company employees, business owners and those experiencing a windfall event. We help first generation wealth creators navigate important milestones in life; by managing their hard-earned money. First generation usually begin their financial ride from scratch, often with very limited resources. Our specialties are m

anaging wealth for medical and healthcare professionals, public company employees and business owners. Through our consultative process, we provide education and objective advice for a limited number of clients, in order to deliver exceptional service. We only enter a new relationship, after we determine our services will add substantial value, helping our clients reach their intended goals. In this ever-changing world, our mission is to simplify our clients' lives and guide them, on this journey we call financial freedom. Our vision is to create meaningful long-term relationships, which we build not only to be a lifelong endeavor, but a multigenerational legacy as well. Advisory services are offered through Pacific Excel Wealth Advisors, Inc.

05/10/2026

We wish all the mothers out there a Happy Mother's Day this Sunday, May 10th. Pacific Excel acknowledges the incredible role of mothers and motherly figures.

Mother's Day is an opportunity to honor all those who embody the spirit of motherhood in our lives. Moms enhance our world with their love, guidance, and unwavering support. It's the perfect time to let the mothers in your life know how much you value their care and wisdom.

For those who nurture, protect, and inspire us, our love extends beyond just one day. If you're remembering a special person today, may your heart be filled with joyful memories.

Wishing you a lovely Mother's Day!

Your Pacific Excel Team

https://conta.cc/4nlyLiN

Email from Pacific Excel Our best wishes to all mothers! Happy Mother's Day! We wish all the mothers out there a Happy Mother's Day this Sunday, May 10th. Pacific Excel acknowledges the incredible r

05/02/2026

Hi everyone!

For a video recap of the 2026 Q1 and market outlook, please click below for a 10-minute update from Wealth Manager, Nathan Sadowski and research and investment team at AssetMark.

Best regards,

Your Pacific Excel team

https://conta.cc/4w0TkVH

Email from Pacific Excel 2026 Q1 market recap and outlook Good afternoon everyone, Thank you for joining us Wednesday at our lunch and learn in downtown Walnut Creek. In case you missed anything, we

04/07/2026

Rising oil risks may pressure consumers and spark volatility, but history points to short-lived market reactions. Watch AssetMark CIO, Christian Chan, discuss keeping clients focused on long-term plans, not headlines, as geopolitical uncertainty unfolds.

https://conta.cc/3PTDHPe

Email from Pacific Excel 2-Minute CIO Update: Investing Through War Good afternoon everyone, Lots of headline news regarding Iran. Rising oil risks may pressure consumers and spark volatility, but h

03/06/2026

Good afternoon everyone,

Following U.S. strikes on Iran, oil is the main economic risk. While short-term volatility may rise, history shows conflicts often trigger temporary swings. Learn what this means for the economy in this month’s 2-Minute CIO Update.

https://conta.cc/4aTzD9O

Email from Pacific Excel 2-Minute CIO Update: Iran Conflict (March 2026) Good afternoon everyone, Following U.S. strikes on Iran, oil is the main economic risk. While short-term volatility may rise,

03/02/2026

Keeping a Long-term Perspective on Events in Iran!

Key Takeaways

o The US and Israel launched a joint attack on Iran, killing Iranian Supreme Leader Ayatollah Ali Khamenei Iran responded with a wave of strikes across the Middle East.

o The most direct economic impact of the attack is likely higher oil prices, which will be a headwind for global economic growth.

o While we expect a period of heightened volatility, we remind investors that long-term investment plans often incorporate decades of market history, which include periods like this one.

o We encourage investors to remain focused on their long-term investment objectives.

Email from Pacific Excel Enjoy the 2 minute read! Keeping a Long-term Perspective on Events in Iran Key Takeaways o The US and Israel launched a joint attack on Iran, killing Iranian Supreme Leader

02/27/2026

Tax Planning vs. Tax Preparation: They're not the Same Thing

Email from Pacific Excel Tax Planning vs. Tax Preparation: They're Not the Same Thing Dear Valued Client, Many people think about taxes once a year — when April rolls around and it's time to file. B

02/05/2026

Good afternoon, hope everyone is having a great week.

Lots of headline news happening around the U.S. and the rest of the world. Please click on short video below for a current check of the economy from your investment and research team at AssetMark.

Watch this two-minute CIO update from AssetMark CIO Christian Chan on why markets remain steady despite noisy headlines, and the 2026 investor playbook: stay invested, diversified, and disciplined.

Sincerely,

Your Pacific Excel Team

https://conta.cc/4rTE7TB

Email from Pacific Excel Investment Updates Good afternoon, hope everyone is having a great week. Lots of headline news happening around the U.S. and the rest of the world. Please click on short vid

01/30/2026

Good afternoon everyone,

Thank you for joining us yesterday at our lunch and learn in downtown Walnut Creek. In case you missed anything, we've attached the slides from the presentation.

For a video recap of the 2026 market outlook, please click below for a 2-minute CIO update from your research and investment team at AssetMark.

Feel free to contact us with any questions you may have, and we look forward to seeing you at the next luncheon, Wednesday, April 29th.

Best regards,

Your Pacific Excel team

https://conta.cc/4aoKtEf

Email from Pacific Excel 2025 Q4 market recap and 2026 market outlook Good afternoon everyone, Thank you for joining us yesterday at our lunch and learn in downtown Walnut Creek. In case you missed

01/16/2026

As we pause our operations, we want to take a moment to reflect on why this day matters. Dr. King’s vision was not just one of passive hope, but of active justice. He dreamed of a "Beloved Community" built on the foundation of equal opportunity, nonviolence, and the fundamental dignity of every human being.

In our world today, the practice of civil rights remains a daily commitment. It is a reminder that progress requires us to listen more deeply, act with empathy, and stand up for fairness within our own communities and workplaces.

We hope you find a moment this Monday to honor his legacy—whether through service, reflection, or spending time with loved ones.

Email from Pacific Excel Martin Luther King, Jr. Day! Market Holiday: Offices will be closed Happy Friday everyone! In observance of this important holiday this coming Monday, January 20th, the fina

01/05/2026

For 2026, the standard 401(k) contribution limit is $24,500, with an additional $8,000 catch-up contribution allowed for those aged 50+, totaling $32,500, plus a potential "super catch-up" of up to $11,250 for ages 60-63 if the plan offers it, making the maximum potential employee contribution around $43,750; the overall limit (employee + employer) is $72,000. High earners making catch-ups must use Roth 401(k)s starting in 2026, as per SECURE 2.0 Act rules.

https://conta.cc/44VFRT6

Email from Pacific Excel 401(k) Contribution Limits for 2026 For 2026, the standard 401(k) contribution limit is $24,500, with an additional $8,000 catch-up contribution allowed for those aged 50+

Address

925 Ygnacio Valley Road , Ste 200
Walnut Creek, CA
94596

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://www.pacificexcel.com/

Alerts

Be the first to know and let us send you an email when Pacific Excel Wealth Advisors posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.