Schultz Financial

Pacific Investment Research is an independent, fee-only financial advisory firm based in Santa Ana, CA. They offer customized investment management and financial planning services directly from a fee-only, fiduciary money manager. With a focus on personalized service, they work closely with clients to develop tailored investment approaches that reflect their individual preferences, goals, and needs. Their proactive communication and active management strategies aim to help clients navigate market volatility and achieve their financial objectives.

With a specialization in serving individuals and couples aged 55 and above, Pacific Investment Research understands the unique concerns and challenges faced by those approaching or in retirement. They prioritize individual attention and maintain a small client base to ensure personalized service. Clients can expect frequent meetings, phone calls, and emails to stay fully informed about their investments. The firm's insights and advice can be accessed through their wealth management team, providing clients with valuable information to make informed financial decisions.

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