Advisors at this firm
John B
Series 63
San Ramon, CA
The Pacific Center For Financial Services
John Bargmann is a financial advisor at The Pacific Center For Financial Services with 30 years of industry experience. He holds a Series 63 designation and has been with the firm since 1997. Bargmann also serves as a board member of the Micki Rainey Scholarship Fund. The Pacific Center For Financial Services advises individual clients, including high-net-worth families, family trusts, and retirement accounts, offering financial planning, consulting, and investment management services. The firm manages approximately $960.6 million in assets and emphasizes asset allocation using fundamental, technical, and cyclical analysis to construct diversified portfolios.
Chad F
Series 66
San Ramon, CA
The Pacific Center For Financial Services
Chad Franck is a financial advisor with The Pacific Center For Financial Services, holding a Series 66 designation and bringing 24 years of industry experience. He has worked at Cetera Wealth Services, LLC since 2013 and has been with The Pacific Center For Financial Services since 2001. In addition to his advisory role, Franck is also a licensed mortgage broker involved in originating FHA and conventional first and second mortgages. The Pacific Center For Financial Services serves individual clients, including high-net-worth families and trusts, offering financial planning, consulting, and investment management services. The firm emphasizes asset allocation and uses a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios, managing nearly $1 billion in assets.
Stephen S
CFP®, Series 63
San Ramon, CA
The Pacific Center For Financial Services
Stephen Schliesser is a CFP® with 39 years of industry experience, currently serving at The Pacific Center For Financial Services. He has been with the firm since 1997 and has prior experience at Cetera and Cetera Wealth Services. Outside of his advisory role, he holds positions as CFO and Treasurer for homeowners associations and works as a real estate broker facilitating residential referrals. The Pacific Center for Financial Services provides financial planning, consulting, and investment management to individuals, including high-net-worth families and trusts. The firm manages nearly $1 billion in assets, emphasizing asset allocation through fundamental, technical, and cyclical analysis, and offers both managed accounts and standalone planning services.
Ashley S
Series 66
San Ramon, CA
The Pacific Center For Financial Services
Ashley Souza is a financial advisor with The Pacific Center For Financial Services, holding a Series 66 designation and bringing 20 years of industry experience. She has worked at Cetera Wealth Services, LLC since 2013 and has been with Pacific Center Financial Services since 2004. Her other business activities include life, health, and long-term care insurance sales as part of her advisory practice. The Pacific Center For Financial Services advises individual clients, including high-net-worth families, family trusts, and retirement accounts, offering financial planning, consulting, and investment management services. The firm manages nearly $1 billion in assets, emphasizes asset allocation, and uses fundamental, technical, and cyclical analysis to construct diversified portfolios.