502 Lobos Avenue,
We believe in putting people before profits. As independent LPL financial advisors, we believe that investors who understand their financial strategies are more likely to be confident and successful. Our approach to comprehensive wealth management focuses heavily on understanding, communication and education.
When I incorporated Pharaoh Financial Group, Inc. in 2000, my guiding principal was to build a personal planning practice that would be highly trustworthy and worked proactively toward our clients’ unique definition of financial independence. Our team of experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Today’s economic environment brings challenges. But along with the challenges come opportunities and potential rewards. We work closely with our clients to evaluate any opportunities and get in position to potentially benefit from changing conditions. We enjoy helping people build their financial house on a solid foundation for the future.
Please check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Jacques Bolivar is the founder of Pharaoh Financial Group, Inc., a Registered Investment Advisory firm.
Andie joined our team in 2021 as an Executive Assistant.
Jessica joined our team in 2019 as a Portfolio Assistant.