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Pacific Financial Group Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Pacific Financial Group is a financial services firm that functions as an investment advisor under United Planners Financial Services, an independent broker-dealer and registered investment adviser. It emphasizes fiduciary responsibility, aiming to tailor investments to each client's needs and time horizons rather than prioritizing any particular product or company. The firm describes a relationship-based approach that includes education for clients and a clear understanding of the overall financial picture to support informed decision-making. Trust, honesty, and a commitment to the client's well-being are presented as core principles guiding long-term service.

Based in Sonora, California, the firm is a small team within the financial services landscape. It provides securities and investment advisory services through United Planners Financial Services, and a notable development in 2021 was the appointment of Cory Kendall as Executive Vice President, Sales Strategy.

Find Pacific Financial Group employees' phone numbers or email addresses

Pacific Financial Group Global Highlights

Location
Employees

North America
6

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  • United States Of America
    6

Pacific Financial Group's Leadership

  • Stylized image of a person
    P. S.
    Principal
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. K.
    Growth Equity Consultant
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. A.
    Administrative Assistant
    Phone icon
    Mobile Phone

Pacific Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Pacific Financial Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    P. S.
    Principal
    Phone icon
    Mobile Phone
    UNITED STATES
    Sep 01, 2025
  • Stylized image of a person
    A. K.
    Growth Equity Consultant
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    K. A.
    Administrative Assistant
    Phone icon
    Mobile Phone
    Oct 18, 2024

Frequently Asked Questions

What is Pacific Financial Group known for?

Minus sign iconPlus sign iconPacific Financial Group was founded in 1994 operates in the Financial Services industry. The company's main headquarters is located in 171 North Washington Street Suite c Sonora, California 95370 United States; you can contact the main corporate office by phone at
+1-949-454-****
. Explore Pacific Financial Group's company overview page for more information.

What is Pacific Financial Group's most common email format?

Minus sign iconPlus sign iconPacific Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Pacific Financial Group email formats with LeadIQ.

How many employees does Pacific Financial Group have currently?

Minus sign iconPlus sign iconPacific Financial Group has approximately 5 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Pacific Financial Group's key employees and leadership?

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As of February 2026, Pacific Financial Group's key employees include:

  • Principal: P. S.
  • Growth Equity Consultant: A. K.
  • Administrative Assistant: K. A.

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