Pacific Point Wealth Management

Ryan Gorski is a financial advisor at Pacific Point Wealth Management with seven years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, Morgan Stanley, and Independent Financial Group. Outside of his advisory role, he consults on valuation and M&A deals as well as business optimization for financial firms. Pacific Point Wealth Management provides discretionary asset management and comprehensive portfolio management services for individuals, trusts, estates, and business entities. The firm employs a combination of fundamental and technical analysis with both long-term and active trading strategies, including the use of leverage and derivatives, to construct tailored portfolios aligned with client goals.

Ben Mccollum is a financial advisor at Pacific Point Wealth Management in Carlsbad, CA, holding a Series 66 credential with seven years of industry experience. His prior roles include positions at Independent Financial Group, LLC, X Advisors, LLC, and Xton Financial, LLC. Outside of his advisory work, he consults on business valuation and mergers and acquisitions, as well as on business optimization. Pacific Point Wealth Management offers discretionary asset management and comprehensive portfolio management services to individuals, trusts, estates, and business entities. The firm employs a combination of fundamental and technical analysis with both long-term holdings and active trading strategies, including the use of leverage and derivatives.

Matthew Marchand is a financial advisor at Pacific Point Wealth Management in Carlsbad, CA. He holds a Series 65 designation and has been with Pacific Point Wealth Management since 2025. Prior to his advisory role, he worked at Martian Property Group and held various positions in the hospitality and retail industries. Pacific Point Wealth Management provides discretionary asset management and comprehensive portfolio services for individuals, trusts, estates, and business entities. The firm employs a combination of fundamental and technical analysis with both long-term and active trading strategies, including the use of leverage and derivatives.

James Curran is a financial advisor at Pacific Point Wealth Management with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Edward Jones and Wells Fargo. Curran is also associated with Six Wands Collective. Pacific Point Wealth Management provides discretionary asset management and comprehensive portfolio services for individuals, trusts, estates, and business entities. The firm employs a combination of fundamental and technical analysis with a mix of long-term and active trading strategies, including the use of leverage and derivatives in client accounts.

John Lacey is a CFP® with 40 years of experience in financial advisory roles. He is currently with Pacific Point Wealth Management and has previously worked at firms including Edward Jones and John Hancock. Pacific Point Wealth Management provides discretionary asset and portfolio management services to individuals, trusts, estates, and business entities. The firm employs a combination of fundamental and technical analysis and utilizes a mix of long-term and active trading strategies, including the use of leverage and derivatives, to tailor portfolios to client objectives.