Advisory services are offered by Pacific United Planning, Inc. DBA Pacific United Planning, a Registered Investment Advisor in the State of California.

Insurance products and services are offered through PUP Insurance Services. Pacific United Planning and PUP Insurance Services are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the State of California or where otherwise legally permitted.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Pacific United Planning and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Pacific United Planning is not engaged in the practice of law.

Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours. Images and photographs are included for the sole purpose of visually enhancing the website. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.

Your Financial Goals are Just a Short Hop Away

At Pacific United Planning, I focus first on you:

How you can regain control of your finances

How you can attain your financial goals

How I can set you up for sustained financial success

I can give you a 30,000 feet clear view of your situation and provide solutions customized to fit your needs.

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