Pacific Financial Group
Pacific Financial Group is a privately owned company with clients throughout the United States. Perceptive investors, retirees, and business owners look to the professionals at Pacific Financial Group as a guide to their investments, financial planning, wealth development, and wealth preservation. We are an Independent Financial Services Group; not tied to any single investment product or company.
John began with a vision of a career based on deep family values that placed the highest regard on honesty, integrity, hard work, and service to others. An interest in aviation led John to establish JS Aviation, one of the first, and few, FAA Certified Repair Stations in the Sierra Foothills. The Federal Aviation Administration only certifies repair stations that maintain the highest standards of quality and accountability. During that time, a friend and client of John’s owned a financial services practice in Contra Costa County. It was that friend’s recognition of John’s business and finance knowledge, along with his personal loyalty and dedication to this client’s best interest, that he encouraged John to consider a career in the financial services industry.
John was introduced to a colleague, then a leading financial advisor in the country, that led to professional mentoring and guidance through the extensive process of obtaining numerous securities licenses and advanced designations. Subsequently, John acquired the practice of his friend in Contra Costa County and established Pacific Financial Group. Then, in 2001, John also acquired the practice of his former mentor.
John’s vision for his own financial practice has always been focused on giving sound advice and providing solutions, not the usual sales and trading practiced by more than 90% of advisors in the financial services industry.
If you believe that experience counts; John has retired clients from numerous careers including: labor, professional, self-employed, health care, educators, federal, state, and county employees; and from many companies including: Pacific Bell, AT&T, PG&E, Chevron, Dow Chemical, United and American Airlines.
Today, John and his daughter, Serena Davis, are passionate about guiding and informing clients on how to help grow and protect their wealth.
We focus on building personal and meaningful relationships by providing effective and efficient strategies to help grow and protect your personal wealth. Our goal is to help you maximize your assets so that you have more time and money for yourself, your loved ones, and the things that you truly care about.
When you succeed… we succeed.