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VerifiedFinancial Services· Founded 1998

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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HeadquartersBellevue, United StatesEmployees50(51 to 200)Annual revenue$10M to <$50MFounded year1998Websitepcrg.comLinkedIn profileLinkedIn

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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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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