Change Your Perspective. Change Your Life.
PacificView Wealth Management originated from a conversation among colleagues at a local restaurant in the hills of Orange County with sweeping views of the California coastline. Looking over bustling downtown Los Angeles, we decided to build a firm of highly skilled financial advisors with the energy and enthusiasm to support other thriving professionals and their families.
Change Your Perspective. Change Your Life.
PacificView Wealth Management originated from a conversation among colleagues at a local restaurant in the hills of Orange County with sweeping views of the California coastline. Looking over bustling downtown Los Angeles, we decided to build a firm of highly skilled financial advisors with the energy and enthusiasm to support other thriving professionals and their families.
Your Advisory Team
Rob aspired to be a professional golfer by joining mini tours throughout Southern California, hoping to play on the PGA Tour one day. However, after several years of following his athletic passion, he has translated the work ethic he employed on the golf course into his career in financial services. This change taught him the significance of planning a financial future based on your unique dreams and aspirations.
Rob provides high-quality advisory services for new and existing clients. His genuine desire to know clients and help them achieve financial success has cultivated many loyal client relationships. Rob is also passionate about financial education. Over his career, he has presented hundreds of workshops educating people on making wise financial decisions.
Rob graduated from California State San Marcos University with a B.A. in Economics while playing golf. He holds the Series 7 and 66 securities registrations and is also a Life, Disability, Health, and Annuity agent licensed with the California Department of Insurance (license #0H37967).
Rob and his beautiful wife Jennifer enjoy traveling and spending time with their son, Adam.
(C) 951.764.9862
(O) 949.622.5444
(F) 949.622.5445
(E) rob@pacviewwealth.com
Brandon grew up in Orange County in a household of medical doctors and healthcare professionals. He was encouraged to follow the same path but instead decided to focus on his interest in Economics and Finance. Brandon joined the financial services industry in the summer of 2007 as the bull market was ending and the great recession started. He felt this stressful time for the markets was instrumental in helping him appreciate the importance of assisting clients in understanding risk and having the right long-term strategy.
Brandon enjoys educating others and has participated as a guest speaker at several national investment conferences. One of his proudest moments as a financial advisor was when his niece asked him for assistance in her high school economics class’s stock picking competition. With her uncle’s help, she ended up taking first place!
Brandon holds the Series 7, 66, and 63 securities registrations. He is also a Life, Disability, Health, and Annuity Agent with the California Department of Insurance (license #0G67421). In 2014, Brandon became an Accredited Asset Management Specialist (AAMS) through the College of Financial Planning. He recently achieved his Behavioral Financial Advisor (BFA) designation. In addition, Brandon was recognized in Orange Coast Magazine as a 2020 Five-Star Wealth Manager.
Brandon and his wife, Mimi, recently welcomed identical twin girls, Alexis and Lyanna. Brandon was born and raised in Orange County. He enjoys traveling and trying new foods and restaurants. He is also a big sports fan and faithfully cheers for the Los Angeles Lakers and other local teams.
(O) 949.622.5444
(F) 949.622.5445
(E) brandon@pacviewwealth.com
Reese was always interested in the financial industry, even investing his money in the stock market while in high school and college. He fulfilled his passion by becoming a financial advisor in 2015.
As a managing partner and financial advisor at PacificView, Reese works one-on-one with clients to help plan and make decisions about their financial life, as well as manage their investment portfolio. He values building interpersonal relationships with clients and getting to know what is important to them. Reese also assists in high level decision-making to continually align PacificView with the best interests of clients and the latest trends and advancements in the industry.
Reese holds the Series 7 and 66 securities registrations and is a licensed Life, Disability, Health, and Annuity agent with the California Department of Insurance (license #0K24867). In addition, he is currently enrolled in the CFP® Certificate Program.
Reese graduated from California State University at Long Beach with a B.S. in Finance. While attending college, he worked full-time at one of America’s largest banks and as a caterer on the weekends.
Reese is very passionate about fitness, nutrition, and his two adorable cats. Outside of the office, he can usually be found in the gym or exploring new restaurants.
(O) 949.622.5444
(F) 949.622.5445
(E) reese@pacviewwealth.com
Originally planning to pursue a career in law, Stefan instead found his passion for investing and wealth management as an intern at a Fortune 100 financial firm during his senior year of college. Stefan has been a licensed advisor for ten years and has worked with John Stokes Financial for the past six years before forming PacificView Wealth Management.
Stefan’s extensive knowledge of complicated insurance strategies and estate-planning techniques complements his interest in investments, allowing him to provide top-notch strategies for clients. He is a Life, Health, Disability, and Annuity Agent with the California Department of Insurance (license #0I01685) and holds the Series 6, 7, 63, and 65 securities registrations. Stefan graduated from the University of California, Los Angeles, with a B.A. in Political Science.
When Stefan isn’t at work, he can be found playing basketball with friends or volunteering for some of his favorite charities, including those that support the fight against HIV/AIDS and the stigma surrounding this disease. Stefan also likes to travel, watch live LA sports, and run. He has completed the LA Marathon four times.
(C) 949.874.3103
(O) 424.456.3039
(F) 424.456.3001
(E) stefan@pacviewwealth.com
Alain is part of the client service support team at PacificView and manages client account maintenance and onboarding services. He enjoys helping people define their financial goals, establishing a comprehensive strategy tailored to their needs, and providing continued support adapted to their ever-changing lives.
Alain holds his health insurance license with the California Department of Insurance (license #0M95208), Series 66 and 7 licenses. In addition, he has the Behavioral Financial Advisor (BFA) Designation.
Alain graduated from California State University, Fullerton, with a B.A. in Business Administration with an emphasis in Finance. While in college, Alain started his own e-commerce business, where he learned the importance of relationship building and business development.
In his free time, Alain enjoys spending time with his family and his dog, Bambi. They frequently visit local Southern California attractions and attend sporting events. His favorite sports team is the Los Angeles Lakers.
(O) 949.622.5444
(F) 949.622.5445
(E) alain@pacviewwealth.com
Jeff has been working in wealth management since 2016. Throughout his career, he’s been a financial analyst, junior advisor, financial advisor, small business owner of a financial advisory business, and now, a wealth advisor with PacificView Wealth Management. Jeff loves strategizing and working closely with clients to help them achieve financial and life success. He specializes in working with small business owners and folks receiving stock options from their employers.
Jeff graduated from CSU Sacramento and later earned his MBA in Finance from Saint Mary’s College of California. He has been a Certified Financial Planner™ Practitioner since 2019 and has obtained the Enrolled Agent credential, the highest credentialed award from the IRS.
When Jeff is not in the office, you’ll probably catch him outdoors, taking long strolls with his golden retriever, Mavrick. He loves podcasts and good science fiction books, and if it’s sunny out, there’s a good chance he’ll be playing ultimate frisbee. Evenings and weekends are sacred family time for him, during which he unwinds with his wonderful fiancée and passionately roots for his favorite sports teams.
(O) 949.622.5444
(F) 949.622.5445
(E) jeff@pacviewwealth.com
Rosie is a dedicated Wealth Advisor with over 15 years in the financial services industry. She specializes in focused wealth management, retirement planning, and investment strategies tailored to meet her clients’ unique needs.
Throughout her career, she has worked with individual and corporate clients, providing guidance on asset allocation, tax planning, and risk management. She has held prominent positions at leading financial institutions such as Merrill Lynch Wealth Management and Bank of America, earning recognition for her exceptional service and performance.
Rosie upholds a commitment to professionalism and expertise. She is known for her personalized approach, taking the time to understand each client’s financial goals and crafting customized strategies to achieve them.
In addition to her advisory role, Rosie is passionate about financial education and regularly conducts workshops and seminars to help individuals and families build a secure financial future. Her dedication to her clients, combined with her extensive knowledge and experience, makes her a trusted partner in navigating the complexities of wealth management.
(O) 310-573-8979
(E) rosie@pacviewwealth.com
Stephanie is an integral part of PacificView’s client service team. With a background in client relations from her tenure in the banking sector, she brings a proactive approach to client satisfaction and ensuring seamless daily operations of the firm. Stephanie is driven by her passion for helping others achieve their financial goals for a better future, and her dedication to excellence ensures that our clients receive the highest standard of service.
While studying for her degree at the University of California, Santa Barbara, where she earned a B.A. in Global Studies, Stephanie was active in several campus organizations. She often worked with cultural business associations to educate and guide other students on their journey to a stable financial future.
Stephanie dedicates much of her free time to volunteering with the Simon Scholars Program and her alma mater, helping to mentor the younger generations of leaders. On weekends, she enjoys attending her younger brother’s sporting events alongside her older sister, and always sets aside time for family movie nights.
(O) 949.622.5444
(F) 949.622.5445
(E) stephanie@pacviewwealth.com
With over 15 years of experience in wealth management, Soneeca brings extensive expertise and a comprehensive perspective to her role at PacificView Wealth Management. In her previous position as a Senior UHNW Client Service Associate, she expertly managed complex client portfolios and delivered exceptional client service. She is passionate about working closely with clients, finding great fulfillment in building strong relationships and delivering solutions that exceed their expectations.
Outside of her professional pursuits, Soneeca values time with her family, enjoys exploring nature, and has a passion for reading.”
(O) 949.622.5444
(F) 949.622.5445
(E) soneeca@pacviewwealth.com
Your Advisory Team
Rob aspired to be a professional golfer by joining mini tours throughout Southern California, hoping to play on the PGA Tour one day. However, after several years of following his athletic passion, he has translated the work ethic he employed on the golf course into his career in financial services. This change taught him the significance of planning a financial future based on your unique dreams and aspirations.
Rob provides high-quality advisory services for new and existing clients. His genuine desire to know clients and help them achieve financial success has cultivated many loyal client relationships. Rob is also passionate about financial education. Over his career, he has presented hundreds of workshops educating people on making wise financial decisions.
Rob graduated from California State San Marcos University with a B.A. in Economics while playing golf. He holds the Series 7 and 66 securities registrations and is also a Life, Disability, Health, and Annuity agent licensed with the California Department of Insurance (license #0H37967).
Rob and his beautiful wife Jennifer enjoy traveling and spending time with their son, Adam.
(C) 951.764.9862
(O) 949.622.5444
(F) 949.622.5445
(E) rob@pacviewwealth.com
Brandon grew up in Orange County in a household of medical doctors and healthcare professionals. He was encouraged to follow the same path but instead decided to focus on his interest in Economics and Finance. Brandon joined the financial services industry in the summer of 2007 as the bull market was ending and the great recession started. He felt this stressful time for the markets was instrumental in helping him appreciate the importance of assisting clients in understanding risk and having the right long-term strategy.
Brandon enjoys educating others and has participated as a guest speaker at several national investment conferences. One of his proudest moments as a financial advisor was when his niece asked him for assistance in her high school economics class’s stock picking competition. With her uncle’s help, she ended up taking first place!
Brandon holds the Series 7, 66, and 63 securities registrations. He is also a Life, Disability, Health, and Annuity Agent with the California Department of Insurance (license #0G67421). In 2014, Brandon became an Accredited Asset Management Specialist (AAMS) through the College of Financial Planning. He recently achieved his Behavioral Financial Advisor (BFA) designation. In addition, Brandon was recognized in Orange Coast Magazine as a 2020 Five-Star Wealth Manager.
Brandon and his wife, Mimi, recently welcomed identical twin girls, Alexis and Lyanna. Brandon was born and raised in Orange County. He enjoys traveling and trying new foods and restaurants. He is also a big sports fan and faithfully cheers for the Los Angeles Lakers and other local teams.
(O) 949.622.5444
(F) 949.622.5445
(E) brandon@pacviewwealth.com
Reese was always interested in the financial industry, even investing his money in the stock market while in high school and college. He fulfilled his passion by becoming a financial advisor in 2015.
As a managing partner and financial advisor at PacificView, Reese works one-on-one with clients to help plan and make decisions about their financial life, as well as manage their investment portfolio. He values building interpersonal relationships with clients and getting to know what is important to them. Reese also assists in high level decision-making to continually align PacificView with the best interests of clients and the latest trends and advancements in the industry.
Reese holds the Series 7 and 66 securities registrations and is a licensed Life, Disability, Health, and Annuity agent with the California Department of Insurance (license #0K24867). In addition, he is currently enrolled in the CFP® Certificate Program.
Reese graduated from California State University at Long Beach with a B.S. in Finance. While attending college, he worked full-time at one of America’s largest banks and as a caterer on the weekends.
Reese is very passionate about fitness, nutrition, and his two adorable cats. Outside of the office, he can usually be found in the gym or exploring new restaurants.
(O) 949.622.5444
(F) 949.622.5445
(E) reese@pacviewwealth.com
Originally planning to pursue a career in law, Stefan instead found his passion for investing and wealth management as an intern at a Fortune 100 financial firm during his senior year of college. Stefan has been a licensed advisor for ten years and has worked with John Stokes Financial for the past six years before forming PacificView Wealth Management.
Stefan’s extensive knowledge of complicated insurance strategies and estate-planning techniques complements his interest in investments, allowing him to provide top-notch strategies for clients. He is a Life, Health, Disability, and Annuity Agent with the California Department of Insurance (license #0I01685) and holds the Series 6, 7, 63, and 65 securities registrations. Stefan graduated from the University of California, Los Angeles, with a B.A. in Political Science.
When Stefan isn’t at work, he can be found playing basketball with friends or volunteering for some of his favorite charities, including those that support the fight against HIV/AIDS and the stigma surrounding this disease. Stefan also likes to travel, watch live LA sports, and run. He has completed the LA Marathon four times.
(C) 949.874.3103
(O) 424.456.3039
(F) 424.456.3001
(E) stefan@pacviewwealth.com
Alain is part of the client service support team at PacificView and manages client account maintenance and onboarding services. He enjoys helping people define their financial goals, establishing a comprehensive strategy tailored to their needs, and providing continued support adapted to their ever-changing lives.
Alain holds his health insurance license with the California Department of Insurance (license #0M95208), Series 66 and 7 licenses. In addition, he has the Behavioral Financial Advisor (BFA) Designation.
Alain graduated from California State University, Fullerton, with a B.A. in Business Administration with an emphasis in Finance. While in college, Alain started his own e-commerce business, where he learned the importance of relationship building and business development.
In his free time, Alain enjoys spending time with his family and his dog, Bambi. They frequently visit local Southern California attractions and attend sporting events. His favorite sports team is the Los Angeles Lakers.
(O) 949.622.5444
(F) 949.622.5445
(E) alain@pacviewwealth.com
Jeff has been working in wealth management since 2016. Throughout his career, he’s been a financial analyst, junior advisor, financial advisor, small business owner of a financial advisory business, and now, a wealth advisor with PacificView Wealth Management. Jeff loves strategizing and working closely with clients to help them achieve financial and life success. He specializes in working with small business owners and folks receiving stock options from their employers.
Jeff graduated from CSU Sacramento and later earned his MBA in Finance from Saint Mary’s College of California. He has been a Certified Financial Planner™ Practitioner since 2019 and has obtained the Enrolled Agent credential, the highest credentialed award from the IRS.
When Jeff is not in the office, you’ll probably catch him outdoors, taking long strolls with his golden retriever, Mavrick. He loves podcasts and good science fiction books, and if it’s sunny out, there’s a good chance he’ll be playing ultimate frisbee. Evenings and weekends are sacred family time for him, during which he unwinds with his wonderful fiancée and passionately roots for his favorite sports teams.
(O) 949.622.5444
(F) 949.622.5445
(E) jeff@pacviewwealth.com
Rosie is a dedicated Wealth Advisor with over 15 years in the financial services industry. She specializes in focused wealth management, retirement planning, and investment strategies tailored to meet her clients’ unique needs.
Throughout her career, she has worked with individual and corporate clients, providing guidance on asset allocation, tax planning, and risk management. She has held prominent positions at leading financial institutions such as Merrill Lynch Wealth Management and Bank of America, earning recognition for her exceptional service and performance.
Rosie upholds a commitment to professionalism and expertise. She is known for her personalized approach, taking the time to understand each client’s financial goals and crafting customized strategies to achieve them.
In addition to her advisory role, Rosie is passionate about financial education and regularly conducts workshops and seminars to help individuals and families build a secure financial future. Her dedication to her clients, combined with her extensive knowledge and experience, makes her a trusted partner in navigating the complexities of wealth management.
(O) 310-573-8979
(E) rosie@pacviewwealth.com
Stephanie is an integral part of PacificView’s client service team. With a background in client relations from her tenure in the banking sector, she brings a proactive approach to client satisfaction and ensuring seamless daily operations of the firm. Stephanie is driven by her passion for helping others achieve their financial goals for a better future, and her dedication to excellence ensures that our clients receive the highest standard of service.
While studying for her degree at the University of California, Santa Barbara, where she earned a B.A. in Global Studies, Stephanie was active in several campus organizations. She often worked with cultural business associations to educate and guide other students on their journey to a stable financial future.
Stephanie dedicates much of her free time to volunteering with the Simon Scholars Program and her alma mater, helping to mentor the younger generations of leaders. On weekends, she enjoys attending her younger brother’s sporting events alongside her older sister, and always sets aside time for family movie nights.
(O) 949.622.5444
(F) 949.622.5445
(E) stephanie@pacviewwealth.com
With over 15 years of experience in wealth management, Soneeca brings extensive expertise and a comprehensive perspective to her role at PacificView Wealth Management. In her previous position as a Senior UHNW Client Service Associate, she expertly managed complex client portfolios and delivered exceptional client service. She is passionate about working closely with clients, finding great fulfillment in building strong relationships and delivering solutions that exceed their expectations.
Outside of her professional pursuits, Soneeca values time with her family, enjoys exploring nature, and has a passion for reading.”
(O) 949.622.5444
(F) 949.622.5445
(E) soneeca@pacviewwealth.com
Will Brand, CRCP®
Ryan Geschke
Erin Corbett
Jenny Kurz
Lauren Lehman, CFA®, CFP®
Arianna Rodriguez, CIMA®
Will Brand, CRCP®
Ryan Geschke
Erin Corbett
Jenny Kurz
Lauren Lehman, CFA®, CFP®
Arianna Rodriguez, CIMA®
Resource Partners
Resource Partners
