Advisors at this firm
Ryan F
Series 65
Los Angeles, CA
Pacific Sun Financial Corp
Ryan Fisher is a Series 65-licensed financial advisor with nine years of industry experience, currently with Pacific Sun Financial Corp since 2017. He also serves as president of a law firm specializing in contract review, business advising, and estate planning, and is a partner in a racing event company that organizes race events and festivals. Pacific Sun Financial Corp. provides discretionary portfolio management and a wrap fee program for individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm manages approximately $290 million through three licensed advisers, offering portfolios that include stocks, bonds, mutual funds, ETFs, options, and select private securities, with all accounts managed internally and tailored to client objectives.
Mitchell F
CFP®, Series 63
Aliso Viejo, CA
Pacific Sun Financial Corp
Mitchell Fisher is a CFP® with 18 years of industry experience, currently serving as an advisor at Pacific Sun Financial Corp since 2016. He previously worked at National Asset Management, Inc and National Securities Corporation from 2007 to 2016. Outside of his advisory role, Fisher is involved in insurance sales and has engaged in occasional promotional work and interviews as an author. Pacific Sun Financial Corp provides discretionary portfolio management and a firm-sponsored wrap fee program for individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm manages approximately $290 million across portfolios composed of stocks, bonds, mutual funds, ETFs, options, and certain private securities, with all accounts managed internally and tailored to client objectives.
Robert H
Series 65
Los Angeles, CA
Pacific Sun Financial Corp
Robert Hearn is a financial advisor at Pacific Sun Financial Corp with two years of industry experience. He holds a Series 65 designation and previously worked at Aqua Blue Pool and Spa, Inc. from 2016 to 2020. Pacific Sun Financial Corp. provides discretionary portfolio management and a firm-sponsored wrap fee program serving individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm manages approximately $290 million across a range of investment vehicles, tailoring portfolios through fundamental analysis and both long- and short-term strategies.