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
Inspired by Hal’s fulfilling 30+ years of helping clients and their families, Mike and Amanda both transitioned from careers in the finance industry to serve alongside Hal and Alan as financial advisors. After gaining experience as advisors with LPL, the family trio founded Pacific Pointe Advisors to provide the personalized service their clients expect and deserve in a family-focused atmosphere.
Professional Service with a Personal Touch
Inspired by Hal’s fulfilling 30+ years of helping clients and their families, Mike and Amanda both transitioned from careers in the finance industry to serve alongside Hal and Alan as financial advisors. After gaining experience as advisors with LPL, the family trio founded Pacific Pointe Advisors to provide the personalized service their clients expect and deserve in a family-focused atmosphere.
Your Advisory Team
Mike earned his BS in Business Administration with an emphasis on finance from the University of Southern California.
He is active in the community, serving as a Big Brother at the Big Brothers Big Sisters of Greater Los Angeles. Outside of work, Mike enjoys skiing, passionately cheering on the Lakers, and spoiling his niece and nephew. He resides in Venice, CA.
Hal has over 30 years of experience in the financial industry. He is channeling this experience to make Pacific Pointe Advisors a premier financial advisory firm dedicated to helping his clients achieve financial independence, allowing them to retire with confidence and peace of mind. His approach of building a well-crafted wealth management plan that integrates the four pillars of Asset Management, Tax Planning, Risk Management and Estate Planning puts the focus on where it should be—the client’s best interest.
Outside of work Hal enjoys golf, skiing, reading, church activities, and spending time with his family, especially his two young grandchildren.
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.
Your Advisory Team
Mike earned his BS in Business Administration with an emphasis on finance from the University of Southern California.
He is active in the community, serving as a Big Brother at the Big Brothers Big Sisters of Greater Los Angeles. Outside of work, Mike enjoys skiing, passionately cheering on the Lakers, and spoiling his niece and nephew. He resides in Venice, CA.
Hal has over 30 years of experience in the financial industry. He is channeling this experience to make Pacific Pointe Advisors a premier financial advisory firm dedicated to helping his clients achieve financial independence, allowing them to retire with confidence and peace of mind. His approach of building a well-crafted wealth management plan that integrates the four pillars of Asset Management, Tax Planning, Risk Management and Estate Planning puts the focus on where it should be—the client’s best interest.
Outside of work Hal enjoys golf, skiing, reading, church activities, and spending time with his family, especially his two young grandchildren.
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.
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®
Ryan Geschke
Erin Corbett
Jenny Kurz
Lauren Lehman, CFA®, CFP®
Arianna Rodriguez, CIMA®
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®
Ryan Geschke
Erin Corbett
Jenny Kurz
Lauren Lehman, CFA®, CFP®
Arianna Rodriguez, CIMA®
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.