Pacific Wealth Strategies Group, Inc.

Graham Guess is a financial advisor at Pacific Wealth Strategies Group, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several related firms, including First Allied Advisory Services and GSG Management Inc., where he serves as president. Outside of finance, he is a band member in "I WANT MY 80'S" and participates in modeling and acting. Pacific Wealth Strategies Group, Inc. advises individuals—including high-net-worth clients—as well as pension and profit-sharing plans, trusts, estates, and business entities. The firm offers investment management, comprehensive financial planning, and pension consulting, employing a customized planning process that emphasizes risk mitigation, tax efficiency, and family legacy planning.

Jeffery Brookshire is a CFP® professional with 28 years of experience, currently serving at Pacific Wealth Strategies Group, Inc. He has held roles at the firm since 2007 and previously worked at First Allied Advisory Services, Inc. from 2012 to 2022. Brookshire also works as an independent contractor in insurance on a limited basis. Pacific Wealth Strategies Group, Inc. advises individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and business entities. The firm employs a customized planning process focused on risk mitigation, tax efficiency, and family legacy planning, using fundamental and technical analysis to construct portfolios that may include equities, fixed income, ETFs, mutual funds, and, when appropriate, derivatives and margin-based strategies.

Erin Neil is a financial advisor at Pacific Wealth Strategies Group, Inc. with 23 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her work history includes multiple roles at Pacific Wealth Strategies Group, Inc. dating back to 2007, as well as positions at First Allied Advisory Services, Inc. and First Allied Securities, Inc. Pacific Wealth Strategies Group, Inc. serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and business entities. The firm offers investment management, comprehensive financial planning, and pension consulting, employing a customized planning process focused on risk mitigation, tax efficiency, and family legacy planning. Their investment approach combines fundamental and technical analysis, with portfolios that may include equities, fixed income, ETFs, mutual funds, derivatives, and margin-based strategies.