Pacific Investment Advisory is a trusted financial firm based in La Canada Flintridge, CA, dedicated to providing a secure haven for investments. With a focus on business ethics and a commitment to going beyond the standard, they offer a range of services to help clients navigate the complexities of the financial world.
Led by President James A. Phillips and supported by Operations Manager Peggy Touchstone, Pacific Investment Advisory prides itself on its smaller size, allowing for personalized attention and a client-centered approach. Their code of ethics ensures that clients can find an honest advisor, while their expertise in stocks and understanding of volatility's impact on returns helps clients manage downside risk effectively.
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