Pacific Sun Financial Corp
Overview
Pacific Sun Financial Corp is an independent, fee-based financial services firm offering a broad range of personal money management and financial guidance services for individuals and businesses. Their offerings include financial and retirement planning, tax reduction techniques, investments, and wealth preservation strategies. The firm is committed to delivering high-quality planning and investment solutions tailored to each client's unique needs. The firm's investment approach encompasses various asset classes, including fixed income, real estate, private equity, and venture capital. They provide services across multiple stages of investment, such as early stage, growth, late stage, pre-IPO, buyout, turnaround, and distressed investments. Their geographical focus is primarily within the United States, serving clients across the country. Pacific Sun Financial Corp emphasizes a personalized approach to financial planning, aiming to construct intelligent plans and portfolios designed to help create, preserve, and transfer wealth effectively while also reducing taxes. They strive to provide responsive, sensitive, and reliable service, ensuring that each client's financial objectives are met with tailored solutions.
Investment Focus
- Accredited Investor Status
- Investment Horizon
- Risk Tolerance Assessment
- Due Diligence Process
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Pacific Sun Financial Corp
What sectors does Pacific Sun Financial Corp invest in?
Pacific Sun Financial Corp invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in California, United States. Pacific Sun Financial Corp is listed as a other in the ConnectSafely investor database.
What stage does Pacific Sun Financial Corp invest at?
Pacific Sun Financial Corp backs companies at Early Stage, Growth, Late Stage, Pre-IPO, Buyout and Turnaround.
Which regions does Pacific Sun Financial Corp invest in?
Pacific Sun Financial Corp invests across United States.
What companies has Pacific Sun Financial Corp invested in?
Pacific Sun Financial Corp's portfolio includes Green Energy Solutions, Consumer Goods Co., EduTech Solutions, Retail Brands Group, Energy Resources Ltd., Real Estate Investments LLC, Manufacturing Co. and Transport Logistics Inc..
Last updated · Source: ConnectSafely investor database
