CFP® professionals take a holistic, personalized approach to bring all the pieces of your financial life together. As part of the CFP® certification, CFP® professionals also have made a commitment to the CFP board to act as a fiduciary when providing financial advice to a client. This means they have agreed to put your best interests first, so they can provide you confidence today and a secure tomorrow.
Professional Service with a Personal Touch
With decades of experience, Pacific Pointe Advisors has grown into a dynamic team of financial professionals dedicated to delivering personalized financial solutions. While originally founded by Mike, Amanda, and Alan, the firm has expanded to include a diverse group of advisors and specialists. Our team collaborates closely to provide clients with the comprehensive expertise they expect, while maintaining the high level of personalized service that has always been our hallmark.
Professional Service with a Personal Touch
With decades of experience, Pacific Pointe Advisors has grown into a dynamic team of financial professionals dedicated to delivering personalized financial solutions. While originally founded by Mike, Amanda, and Alan, the firm has expanded to include a diverse group of advisors and specialists. Our team collaborates closely to provide clients with the comprehensive expertise they expect, while maintaining the high level of personalized service that has always been our hallmark.
Your Advisory Team
As a Financial Advisor, Mike assists individuals and families with meeting their financial goals through comprehensive financial planning and investment management. Prior to joining Pacific Pointe Advisors, Mike was a financial advisor at LPL Financial. Mike also has experience in the real estate private equity industry. He previously served as an investment analyst at Interstate Equities Corporation in San Francisco.
Mike earned his BS in Business Administration with an emphasis on finance from the University of Southern California.
Outside of work, Mike enjoys spending time with his wife, son, and their yellow labrador. He’s an avid skier and a passionate fan of the Los Angeles Lakers and USC Trojans.
Bill joined Pacific Pointe Advisors as a Financial Advisor and Consultant in 2024. Before joining Pacific Pointe Advisors, Bill was the co-founder, President and chief compliance officer of Regal Wealth Group. Bill was born and raised in Omaha, Nebraska. He received his bachelor’s degree in engineering from Idaho State University and then his master’s degree in systems management from USC. He served eight years as a pilot in the U.S. Air Force and then flew as a major airline pilot for several years. He and his wife, Jacqueline, live in Redlands; they have two children in college.
Darcy joined Pacific Pointe Advisors as a Financial Advisor and Senior Vice President of Operations in 2024. Before joining Pacific Pointe Advisors, Darcy was a Financial Advisor and the Senior Vice President of Operations of Regal Wealth Group. After attending the University of Michigan Darcy was an airline pilot until he took early retirement from American Airlines where he was an Airbus Captain. He also worked in the international relief & development industry where he was President & CEO of the International Relief and Development Foundation in Hong Kong as well as served on the board of directors of organizations on 5 different continents. He was also the Co-founder and COO of EmancipAction, Inc whose operations were based in India helping young girls that were victims of sex trafficking. He and his wife, Donna, live in Jacksonville, Florida; they have three children and four grandchildren.
As a Financial Advisor, Amanda works with clients to identify their financial goals and establish an appropriate investment strategy while taking into consideration income tax impact and risk management needs. Prior to joining Pacific Pointe Advisors, Amanda worked in public accounting at Ernst & Young. She also has experience working in fund accounting for a private equity firm.
Amanda graduated from the University of Southern California with a BS in accounting. She holds an active California Certified Public Accountant (CPA) license.
Amanda currently resides in Playa Del Rey, CA. Outside of work, she enjoys learning the game of golf, playing tennis, reading, and traveling to new places.
Gary joined Pacific Pointe Advisors as a Financial Advisor and Consultant in 2024. Before joining Pacific Pointe Advisors, Gary was the co-founder of Regal Wealth Group. Gary was born and raised in Southern California. He earned his B.A. in Philosophy at California State University, Fullerton and completed three years of graduate study at Fuller Theological Seminary. He also earned the Chartered Financial Consultant (ChFC) designation from American College in Pennsylvania. Gary has three children and two grandchildren. In his free time, he enjoys spending time with family and friends, reading, and playing golf.
Jodi Edwards joined Pacific Pointe Advisors as a Vice President of Client Services in 2024. Before joining Pacific Pointe Advisors, Jodi was with Regal Wealth Group as a Vice President of Client Services. Before joining Regal, Jodi worked as an administrative supervisor for a healthcare computer software company. Jodi is a member of the Long Beach Emblem Club, a charitable organization that dedicates time and money to worthwhile projects, schools, and organizations within the community.
Jodi Edwards joined Pacific Pointe Advisors as a Vice President of Client Services in 2024. Before joining Pacific Pointe Advisors, Jodi was with Regal Wealth Group as a Vice President of Client Services. Before joining Regal, Jodi worked as an administrative supervisor for a healthcare computer software company. Jodi is a member of the Long Beach Emblem Club, a charitable organization that dedicates time and money to worthwhile projects, schools, and organizations within the community.
Your Advisory Team
Mike earned his BS in Business Administration with an emphasis in finance from the University of Southern California. He became a CERTIFIED FINANCIAL PLANNER® in 2021.
Mike lives with his wife and their yellow labrador in Santa Monica, CA. Originally from Long Beach, Mike is an avid fan of USC Football and the Lakers. In his spare time, he enjoys getting a round of 18 in on the golf course or hitting the slopes in Mammoth. He loves spending time with his family and spoiling his niece and two nephews.
Idaho State University and then his master’s degree in systems management from USC. He served eight years as a pilot in the U.S. Air Force and then flew as a major airline pilot for several years. He and his wife, Jacqueline, live in Redlands; they have two children in college.
Darcy joined Pacific Pointe Advisors as a Financial Advisor and Senior Vice President of Operations in 2024. Before joining Pacific Pointe Advisors, Darcy was a Financial Advisor and the Senior Vice President of Operations of Regal Wealth Group. After attending the University of Michigan Darcy was an airline pilot until he took early retirement from American Airlines where he was an Airbus Captain. He also worked in the international relief & development industry where he was President & CEO of the International Relief and Development Foundation in Hong Kong as well as served on the board of directors of organizations on 5 different continents. He was also the Co-founder and COO of EmancipAction, Inc whose operations were based in India helping young girls that were victims of sex trafficking. He and his wife, Donna, live in Jacksonville, Florida; they have three children and four grandchildren.
As a Financial Advisor, Amanda works with clients to identify their financial goals and establish an appropriate investment strategy while taking into consideration income tax impact and risk management needs. Prior to joining Pacific Pointe Advisors, Amanda worked in public accounting at Ernst & Young. She also has experience working in fund accounting for a private equity firm.
Amanda graduated from the University of Southern California with a BS in accounting. She holds an active California Certified Public Accountant (CPA) license.
Amanda currently resides in Playa Del Rey, CA. Outside of work, she enjoys learning the game of golf, playing tennis, reading, and traveling to new places.
Gary joined Pacific Pointe Advisors as a Financial Advisor and Consultant in 2024. Before joining Pacific Pointe Advisors, Gary was the co-founder of Regal Wealth Group. Gary was born and raised in Southern California. He earned his B.A. in Philosophy at California State University, Fullerton and completed three years of graduate study at Fuller Theological Seminary. He also earned the Chartered Financial Consultant (ChFC) designation from American College in Pennsylvania. Gary has three children and two grandchildren. In his free time, he enjoys spending time with family and friends, reading, and playing golf.
Jodi Edwards joined Pacific Pointe Advisors as a Vice President of Client Services in 2024. Before joining Pacific Pointe Advisors, Jodi was with Regal Wealth Group as a Vice President of Client Services. Before joining Regal, Jodi worked as an administrative supervisor for a healthcare computer software company. Jodi is a member of the Long Beach Emblem Club, a charitable organization that dedicates time and money to worthwhile projects, schools, and organizations within the community.
Business Support
As an Investment Adviser Representative (IAR), Pacific Pointe Advisors receives business support, including investment management, compliance, human resources, and more, through our Registered Investment Advisor (RIA), NewEdge Advisors, LLC.
Will Brand, CRCP®
Chief Compliance Officer
Ryan Geschke
Director of Investments
Erin Corbett
Director of Finance & Human Capital
Jenny Kurz
Marketing Coordinator
Lauren Lehman, CFA®, CFP®
Head of Portfolio Management
Arianna Rodriguez, CIMA®
Senior Portfolio Manager
Business Support
As an Investment Adviser Representative (IAR), Pacific Pointe Advisors receives business support, including investment management, compliance, human resources, and more, through our Registered Investment Advisor (RIA), NewEdge Advisors, LLC.
Will Brand, CRCP®
Chief Compliance Officer
Ryan Geschke
Director of Investments
Erin Corbett
Director of Finance & Human Capital
Jenny Kurz
Marketing Coordinator
Lauren Lehman, CFA®, CFP®
Head of Portfolio Management
Arianna Rodriguez, CIMA®
Senior Portfolio Manager
Frequently Asked Questions
Who holds my money if I invest with Pacific Pointe Advisors?
Our primary custodian is Fidelity. Through our platform, you will have the benefits of institutional access to your investment accounts. Having an institutional custodian provides our clients transparency on investment performance, fees, and transaction activity.
What is your relationship with NewEdge Advisors, LLC?
NewEdge Advisors, LLC is an SEC Registered Investment Adviser (RIA) providing specialized business services to a select network of over 100 independent financial advisors. RIAs have a fiduciary duty to their clients, which means they have a fundamental obligation to provide investment advice that always acts in their clients’ best interests. NewEdge Advisors, LLC supports us across a variety of areas including compliance, custodial access, investment management solutions, human resources, and back-office support.
Can you work with people in any state?
Yes. Our main office is in Seal Beach, CA, but with video conferencing we work with families across the country.
What are the common industries/professions/client types of Pacific Pointe Advisors’ current and future clients?
- Corporate executives
- Retired executives
- Physicians
- Families with inherited wealth
- Entrepreneurs
How are you compensated?
We believe our fee-based pay structure best aligns our interest with our clients’ interests. This structure means we do not receive commissions or other payments for recommending certain financial products. We are committed to providing objective advice based on each client’s unique needs and objectives.
I’d like to learn more, what is the next step?
Please reach out to mike@pacificpointeadvisors.com to set up an initial call. We will keep the discussion high-level, so please do not feel the need to be overly prepared for our initial discussion.
Frequently Asked Questions
Why should I work with a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional?
CFP® professionals take a holistic, personalized approach to bring all the pieces of your financial life together. As part of the CFP® certification, CFP® professionals also have made a commitment to the CFP board to act as a fiduciary when providing financial advice to a client. This means they have agreed to put your best interests first, so they can provide you confidence today and a secure tomorrow.
Who holds my money if I invest with Pacific Pointe Advisors?
Our primary custodian is Fidelity. Through our platform, you will have the benefits of institutional access to your investment accounts. Having an institutional custodian provides our clients transparency on investment performance, fees, and transaction activity.
What is your relationship with NewEdge Advisors, LLC?
NewEdge Advisors, LLC is an SEC Registered Investment Adviser (RIA) providing specialized business services to a select network of over 100 independent financial advisors. RIAs have a fiduciary duty to their clients, which means they have a fundamental obligation to provide investment advice that always acts in their clients’ best interests. NewEdge Advisors, LLC supports us across a variety of areas including compliance, custodial access, investment management solutions, human resources, and back-office support.
Can you work with people in any state?
Yes. Our main office is in Seal Beach, CA, but with video conferencing we work with families across the country.
What are the common industries/professions/client types of Pacific Pointe Advisors’ current and future clients?
- Corporate executives
- Retired executives
- Physicians
- Families with inherited wealth
- Entrepreneurs
How are you compensated?
We believe our fee-based pay structure best aligns our interest with our clients’ interests. This structure means we do not receive commissions or other payments for recommending certain financial products. We are committed to providing objective advice based on each client’s unique needs and objectives.
I’d like to learn more, what is the next step?
Please reach out to mike@pacificpointeadvisors.com to set up an initial call. We will keep the discussion high-level, so please do not feel the need to be overly prepared for our initial discussion.
