We believe in putting people before profits. As independent LPL financial advisors, we believe that investors who understand their financial strategies are more likely to be confident and successful. Our approach to comprehensive wealth management focuses heavily on understanding, communication and education.
When I incorporated Pharaoh Financial Group, Inc. in 2000, my guiding principal was to build a personal planning practice that would be highly trustworthy and worked proactively toward our clients’ unique definition of financial independence. Our team of experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Please note our other location at:
502 Lobos Avenue
Pacific Grove, CA 93950