Pacific Capital Resource Group
Founded in 1998, we represent a group of independent financial advisors, wealth managers, and insurance professionals. With roots in the Pacific Northwest, and serving over clients nationally, we continue to expand our advisor support to regions across the country. Our bedrock is our culture, platform, and people. Pacific Capital was designed from the ground up, by advisors, for advisors. As an independent firm, our focus has always been creating the ultimate advisor experience. Our environment inspires and enables advisors to reach new levels in their practice, while elevating the client’s experience of financial planning as a collaborative, results-driven process. We like to grow, we like to win, and we like to have fun doing it. Our experience has taught us that all advisors want to continue to grow their income, work less, and when they do work, only do the things that bring them energy and stop doing the things that erode their enthusiasm. Your future realized at Pacific Capital. Please visit for full disclosures.
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Verified contacts
33
available on Kipplo
LinkedIn employees
50
51 to 200 range
Open roles
—
no listings
Distinct roles
18
indexed titles
Tech stack
1
tools in use
Monthly traffic
204
organic / mo
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Decision-makers and verified team members
33 contacts with verified email or phone · masked until revealed.
- JS
Julia Schwientek
Director of Operations · Operations
EmailPhone - ZM
Zachary Meissner
Vice President · General Business & Management
EmailPhone - EP
Espen Platou
Financial Adviser · Finance & Accounting
EmailPhone - DC
Danielle Cooke
New Business Processor Office Manager · Operations
EmailPhone - OW
Olivia Whidby
Client Relationship Manager · Customer/Client Service
EmailPhone - AM
Alexa Meyer
Financial Advisor · Finance & Accounting
EmailPhone - BM
Brooke McDaniels
Assistant to Cfp Special Projects Coordinator · Operations
EmailPhone - CW
Chris Wright
Financial Consultant · Finance & Accounting
EmailPhone - CC
Colin Campbell
Financial Advisor · Finance & Accounting
EmailPhone
Showing 9 of 33 verified contacts
Top roles at Pacific Capital Resource Group
18 distinct titles indexed · top 10 shown.
- 13financial advisor
- 2account manager
- 2financial adviser
- 1assistant to cfp special projects coordinator
- 1client care specialist
- 1client relationship manager
- 1director of operations
- 1emerging financial advisor
- 1financial consultant
- 1financial professional
- +8more titles
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