Best Financial Advisors in Pacifica

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
30+
Advisors
4.2/5.0
Average Rating

Pacifica Financial Landscape

With a population of 38,606, Pacifica boasts a diverse economy primarily driven by tourism, retail, and local services. The city's proximity to San Francisco enhances its economic opportunities.

Major industries
Tourism, Retail, Local Services
Population
38.6K (metro: 7.8M)
Median household income
$100,000
Unique needs
Pacifica requires tailored financial advice due to its unique coastal location and economic reliance on tourism.
Market Insights
Economic Growth
According to BEA (2023), Pacifica's economy is growing steadily, driven by tourism and local services, with a focus on sustainability.
Wealth Demographics
According to Census (2023), the median income in Pacifica is approximately $100,000, reflecting a mix of working professionals and retirees.
Advisor Specializations
Based on BLS (2023), financial advisors in Pacifica are increasingly specializing in sustainable investments and retirement planning.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Pacifica is above the national average, driven by housing and coastal amenities.
Real Estate Market
According to Zillow (2024), Pacifica's real estate market is competitive, with rising home prices influenced by limited inventory and coastal desirability.
Business Environment
According to Fortune (2024), Pacifica's business climate is favorable for small businesses, particularly in tourism and local services.

Top 5 Financial Advisors in Pacifica

Edward Jones - Financial Advisor: Sven Geffken, CFP®
★ ★ ★ ★ ★ 5
Pacific Bay Financial Corporation
★ ★ ★ ★ ★ 5
Parsons Wealth Management
★ ★ ★ ★ ★ 5
CBCLife Financial Services
★ ★ ★ ★ ★ 5
Wise Financial Services
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Pacifica, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Pacifica-Specific Expertise
For Pacifica residents working in Tourism, Retail, Local Services, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Pacifica's tourism reliance poses risks during economic downturns. Real estate prices may face volatility due to coastal hazards like flooding. Diversify investments.

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