Dear Investment Professionals

Thank you for your interest in Pacific West Financial Group.  We welcome you to learn more about Pacific West and how we value and support our representatives.

Started in 1972, Pacific West is a family-founded independent broker-dealer that now serves more than 360 financial professionals across the United States.  We are proud to be the recipient of the Tenant in Common Association’s 2006 “A Champion of Excellence Award” and named an “Up and Comer” in Financial Planning’s FP50 2008 survey, which highlights the leading broker-dealers in a variety of categories.

At Pacific West, we specialize in providing a broad base of programs in fee-based asset management and commission-based products, and are among the industry leaders in select alternative investments.  We are capable of adapting our platforms to fit your business model, as well as providing innovative ideas and technology to help you grow your practice.

Pacific West representatives enjoy a wide selection of meetings and events, including Business Development Meetings, Focus Groups, Conference Calls, our annual Leadership Summit conference and our Top Producer Event.  We are strong advocates of education and further development of financial expertise among our representatives.

Providing personalized service is very important to us.  We have one of the best representatives-to-home-office-staff ratios (6-to-1) and answer each phone call with a live voice. Our service philosophy is simple:  Our long-term relationships come from a sincere commitment to know our representatives and their business and to make every effort to support that business.

Again, thank you for your interest and we look forward to talking with you.

Sincerely,

Tony Pizelo

Chief Executive Officer