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 professionals within 5 to 10 years of retirement to help them make smart decisions in preparing for that transition.  We also work with employees and executives of publicly traded companies to help maximize their stock option compensation.  


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.


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.


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


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

Life During Wartime

What a week. Last week the stock market crashed and the 11-year bull market that…
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The Street

Jim Cramer's site The Street ran my article about Social Security in their retirement section…
Financial Planning

What Is the SECURE Act and What Does it Mean for My Retirement?

Back in December, you may have heard that President Trump signed a spending bill to…
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Smart Insurance Tips

I was quoted in the Investors Business Daily this week talking about insurance tips that…

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