The Pacific Center For Financial Services logo

The Pacific Center For Financial Services

Updated today

Client assets under management

$960,563,329

Clients

781

42% high-net worth

Advisors

4

of 4 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

195

Very High

Average account size

$1,229,915

About

The Pacific Center for Financial Services advises individual clients, including high‑net‑worth families, family trusts and retirement accounts, providing financial planning, consulting and investment management services. As of September 22, 2025 the firm reported $960.6 million in assets under management—primarily discretionary—and offers both its Managed Account Program (MAP) and standalone financial planning engagements and seminars.

PCFS emphasizes asset allocation and employs fundamental, technical and cyclical analysis to build diversified portfolios; MAP portfolios may include no‑load and load‑waived mutual funds, ETFs, selected stocks and bonds. The firm may use asset allocation models and third‑party research but states that final investment determinations are made by PCFS, with accounts monitored daily and performance reviewed at least quarterly.

Notable distinctions for a team firm of this size include a multi‑office structure (five offices) and a high level of AUM per advisor (roughly $240 million per advisor), characteristics that are uncommon among peers. Several supervised persons also serve as registered representatives of Cetera, licensed insurance agents and registered mortgage brokers, and the brochure discloses that seminars and client appreciation events are sometimes partly sponsored by mutual fund sponsors—items the firm identifies as potential conflicts and describes policies to manage.

Client services

Financial planning Portfolio management

Expertise

Wealth management Retirement withdrawal strategies General tax planning

Fee options

Fixed

Fixed fees ranging from $250 to $2,000 for financial planning and consulting services

Percentage

$0 - $249,999: 1.25% $250,000 - $749,999: 1.00% $750,000 - $1,249,999: 0.85% $1,250,000 - $1,749,999: 0.80% $1,750,000+: Negotiable

Commissions

Certain Supervised Persons offer securities brokerage and insurance products under separate commission-based arrangements

Project-based

$200 per hour for financial planning and consulting services

Other

Account minimum: $50,000 minimum portfolio value Fee-only: Fixed fees ranging from $250 to $2,000 for financial planning; Hourly fee of $200 per hour for consulting

Main office location

The Pacific Center For Financial Services

2000 Crow Canyon Place, Suite 430

San Ramon CA 94583, United States

Number of offices

5

Most active in

Arizona · California · Florida · Hawaii · Nevada · Oregon · Texas · Utah

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

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.

Wealth management Retirement withdrawal strategies General tax planning
user avatar

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.

Wealth management Retirement withdrawal strategies General tax planning
user avatar

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.

Wealth management Retirement withdrawal strategies General tax planning
user avatar

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.

Wealth management Retirement withdrawal strategies General tax planning
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