TK Pacific Wealth

TK Pacific Wealth is a Fee-Only financial planning firm offering comprehensive financial planning and investment management located in Cardiff by the Sea, CA serving clients locally and around the country.

We specialize in helping you reduce financial uncertainty, optimize your investments, and get back to living the life that you want to live.  We typically work with families that are transitioning from work to living off their investments so they can get or stay comfortably retired.  We also work with employees and executives of publicly traded companies to help maximize their stock option compensation.  

Experienced

We have over 20 years experience in the investment industry helping clients achieve their financial goals.  We also partner with seasoned professionals in tax, law, lending, and real estate to make sure you are covered on all fronts.

Holistic

One size does not fit all.  We tailor personalized investment and planning solutions for your individual situation, regardless of how much money you have to invest.

Flexible

We combine state of the art technology with modern communication tools to create an experience best suited for your schedule.  

Fee-Only

We get paid for providing you objective advice and do not sell products or receive commissions. We have taken an oath to act in your best interest.  Always.

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The Greenroom Blog

Our thoughts on current financial topics

Financial Planning

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