Pacific Private Wealth Services, Inc., provides financial advisory and asset management services to approximately 144 families and businesses.
We are affiliated with an independent broker/dealer, Commonwealth Financial Network®, which has approximately $200 billion in total account assets.1
For more than 32 years, we have been serving clients by helping them attain their financial objectives for their families.
1 As of 12/31/19
Financial Advisor
Evan brings 27 years of experience in asset management and financial advisory services and also 15 years of leadership experience with national firms providing asset management and financial advisory services. He works and resides in Siskiyou County and Sacramento.
Financial Advisor
Geoff brings a broad background in consulting data analytics, having spent 15 years as a health care consultant before joining Pacific Private Wealth. Geoff resides in Mt. Shasta, where he is a public servant and an engaged community member.
Administrative Manager
Lynni brings 17 years of experience in administrative support for asset management and financial advisory services. She works and resides in Siskiyou County.