Pacific Financial Partners
We began as John Hancock Financial Network–Hawaii Financial Partners, providing Hawaii families the financial services needed to grow. Upon merging with San Francisco Bay Area and LA/Southern California offices, the newly formed Pacific Financial Partners (PFP) continues to expand, with over 100 independently associated advisors. PFP's mission is to keep clients first by offering a range of financial solutions to a diverse clientele."Our firm is dedicated to building long-term client relationships, which we know must be earned each and every day,” says CEO/Managing Partner Luiz Boscardin. “It is our lifelong commitment to achieve client service excellence.” We are licensed to sell Insurance Products in the following states: AK, AZ, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, KS, KY, LA, MD, MA, MI, MN, MS, MO, MT, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY We are registered to to sell Securities in the following states: AK, AZ, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, KS, KY, LA, MD, MA, MI, MN, MS, MO, MT, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY Securities and investment advisory services offered through Royal Alliance Associates, Inc. member FINRA/SIPC. Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc.
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Verified contacts
24
available on Kipplo
LinkedIn employees
25
51 to 200 range
Open roles
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no listings
Distinct roles
17
indexed titles
Tech stack
1
tools in use
Monthly traffic
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Decision-makers and verified team members
24 contacts with verified email or phone · masked until revealed.
- MO
Marcelo Oliveira
Managing Director · General Business & Management
EmailPhone - SK
Sonnie Koko
Managing Director · General Business & Management
EmailPhone - BY
Brooke Young
Administrative Assistant · Operations
EmailPhone - CS
Carrie Shreeve
Operations Coordinator · Operations
EmailPhone - JV
Jim Vickers
Registered Investment Advisor · Finance & Accounting
EmailPhone - RB
Robert Bartlett
Registered Representative · Sales & Business Development
EmailPhone - VA
Vince Affinito
Registered Representative Financial Services · Other
EmailPhone - JC
Jed Chmara
Chief Operations Officer · Operations
EmailPhone - LH
Luiz H. Boscardin
CEO · General Business & Management
EmailPhone
Showing 9 of 24 verified contacts
Top roles at Pacific Financial Partners
17 distinct titles indexed · top 10 shown.
- 4managing director
- 3operations coordinator
- 2financial analyst
- 1()
- 1401(k) specialist
- 1administrative assistant
- 1ceo
- 1chief operations officer
- 1director of qualified plans
- 1financial advisor assistant
- +7more titles
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