Business Details
15 Years
experience
Your Trusted Partner for Financial Planning Solutions
Pacific Excel is an independent financial planning and investment advisory firm dedicated to helping first-generation wealth creators navigate critical life milestones. Founded in 2011, we specialize in serving medical and healthcare professionals, public company employees, business owners, and individuals experiencing windfall events. Our consultative approach emphasizes education and objective advice, ensuring personalized strategies that align with each client's unique goals. We limit our client base to deliver exceptional service, focusing only on relationships where we can add substantial value. Our mission is to simplify financial lives and guide clients toward long-term financial freedom, building multigenerational legacies through meaningful, lifelong partnerships.With expertise in retirement planning, tax optimization, and estate planning, we provide tailored solutions that address the complexities of wealth management. Our team understands the challenges faced by high-income professionals and entrepreneurs, offering customized strategies to grow and protect assets. We prioritize transparency, client-centric communication, and a commitment to adapting to the evolving financial landscape. Headquartered in Walnut Creek, California, we combine local expertise with a national perspective to serve clients effectively. Our vision extends beyond individual success, aiming to empower future generations through comprehensive financial education and strategic planning.
Services
Financial Planning
Investment Management
401(k) Solutions
Self-Directed Brokerage
Windfall Planning
Retirement Strategies
Estate Planning
Tax Optimization
Business Financial Planning
Succession Planning
Details
- Year established: 2011
Highlights and features
- We specialize in serving first-generation wealth creators.
- Our team has 17+ years of experience managing windfall events.
- We offer personalized financial strategies for medical professionals.
- We provide tailored investment management solutions.
- We focus on building long-term, multigenerational legacies.
Services
Financial Planning
Financial Planning at Pacific Excel focuses on guiding first-generation wealth creators through key life milestones. Our tailored strategies help clients build, grow, and protect their wealth, ensuring long-term financial stability. With a consultative approach, we provide education and objective advice to align financial plans with individual goals and lifestyles.
Investment Management
Investment Management services cater to high-net-worth individuals and professionals seeking optimized asset allocation. We design portfolios that match risk tolerance and financial objectives, leveraging market insights to maximize returns. Our disciplined approach ensures continuous monitoring and adjustments to align with evolving client needs.
Windfall Event Planning
Windfall Event Planning addresses sudden financial gains like inheritances or settlements. With 17+ years of expertise, we create roadmaps for tax-efficient asset transfer and long-term wealth preservation. Our strategies ensure clients navigate emotional and financial complexities with confidence and clarity.
Retirement Strategies
Retirement Strategies focus on securing sustainable income for medical professionals and business owners. We analyze tax implications, pension options, and investment vehicles to build resilient retirement plans. Our goal is to ensure financial independence while minimizing risks associated with market volatility.
Estate Planning
Estate Planning services help clients protect and transfer wealth across generations. We collaborate with legal experts to establish trusts, wills, and tax-efficient structures. Our holistic approach ensures seamless asset distribution while honoring clients' wishes and family needs.
People
Nathan Sadowski
President, Wealth Manager
Nathan Sadowski leads Pacific Excel as President and Wealth Manager, specializing in financial strategies for first-generation wealth creators. With deep expertise in investment advisory services, he prioritizes client-focused solutions that align with long-term goals. His approach emphasizes education and personalized guidance.
Michelle Benbrook
Relationship Manager
Michelle Benbrook serves as Relationship Manager, connecting clients with tailored financial solutions. She excels in building trust through transparent communication and strategic planning. Her focus on client needs ensures seamless execution of wealth management strategies for diverse professional backgrounds.
Sherry Pourkian
Client Service Associate
Sherry Pourkian supports clients as a Client Service Associate, ensuring efficient execution of financial plans. Her attention to detail and commitment to client satisfaction enhance the firm's service delivery. She plays a vital role in maintaining operational excellence and client communication.
Questions
What services does Pacific Excel offer?
We provide financial planning, investment management, retirement strategies, windfall event planning, and estate planning tailored to first-generation wealth creators and professionals.
Who does Pacific Excel advise?
We specialize in serving medical professionals, public company employees, business owners, and individuals experiencing windfall events.
What is your approach to financial planning?
Our consultative process focuses on education and personalized strategies, ensuring solutions align with clients' unique goals and life stages.
Do you offer services for windfall events?
Yes, we specialize in managing sudden financial gains with tax-efficient strategies, leveraging 17+ years of experience in wealth transition planning.
What areas do you serve?
While based in Walnut Creek, CA, we serve clients nationwide with virtual and in-person consultations.
