Pacific Sun Financial Corp logo

Pacific Sun Financial Corp

Updated today

Client assets under management

$290,000,000

Clients

382

33% high-net worth

Advisors

3

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

127

Very High

Average account size

$759,162

About

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 about $290 million through three licensed investment adviser representatives and offers portfolios composed of stocks, bonds, mutual funds, ETFs, options and certain private securities.

All accounts are managed in‑house by the firm’s investment adviser representatives and are tailored to client objectives, with ongoing monitoring, periodic review and rebalancing; the firm uses fundamental analysis and may employ both long‑ and short‑term strategies. As the sponsor of a wrap program, the firm absorbs transaction costs for participating clients and explicitly discloses related incentives and trade‑activity considerations, noting the custodian’s no‑transaction‑fee treatment of U.S. equities and ETFs.

The firm discloses a related‑party legal connection whereby clients may be referred to a separate law practice for legal services, and a principal is separately licensed to offer annuity and insurance products; those services are described as distinct from advisory activities and referrals are optional and unpaid. Pacific Sun also manages all wrap accounts internally rather than using outside portfolio managers, does not accept proxy‑voting authority, and states it imposes no account minimums for opening or maintaining accounts.

Client services

Portfolio management

Expertise

Options & derivatives strategies Concentrated stock management

Fee options

Percentage

$0 - $999,999.99: 1.25% $1,000,000 - $4,999,999.99: 1.00% $5,000,000+: 0.75%

Main office location

Pacific Sun Financial Corp

10940 Wilshire Blvd, Suite 1450

Los Angeles CA 90024, United States

Number of offices

1

Most active in

Arizona · California · Colorado · Florida · Hawaii · Illinois · Nevada · Texas · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

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.

Options & derivatives strategies Concentrated stock management
user avatar

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.

Options & derivatives strategies Concentrated stock management
user avatar

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.

Options & derivatives strategies Concentrated stock management
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")