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The Pacific Financial Group Lowers Fees on 36 SDBA Model Strategies

/PRNewswire/ The Pacific Financial Group (TPFG), an SEC Registered Investment Advisory firm and early pioneer in Self-Directed Brokerage Account Management.

Megan meadeMatt hamiltonPacific financial group incPacific financial groupWilshire associatesInvestment advisorySelf directed brokerage account managementDirected brokerage account managementPresident matt hamiltonWant advicePacific financialThe pacific financial group

The Pacific Financial Group Appoints Judith Cheng as New Chief Investment Officer

/PRNewswire/ The Pacific Financial Group (TPFG), a wealth management innovator and leader in Self-Directed Brokerage Account Management (SDBA) announced.

Megan meadeJudith chengAsset allocation committeePacific financial groupPortfolio management teamModel portfolio initiativeNorthwestern mutualRoyal bankSelf directed brokerage account managementChief investmentChartered alternative investment analystInvestment performance measurementThe pacific financial group

The Pacific Financial Group Partners with CapIntel to Empower the Advisor-Client Relationship

/PRNewswire/ The Pacific Financial Group (TPFG), a wealth management innovator and leader in Self-Directed Brokerage Account Management (SDBA) announced a.

United statesJames rockwoodMatt hamiltonPacific financial group incPacific financial groupAnnuity programNorth america wideSelf directed brokerage account managementBig banksNorth americanPortfolio managerSeparately managed accountsCore retirement optimizationVariable annuityThe pacific financial groupBanking amp financial services

The Pacific Financial Group to Host Financial Advisor Growth Formula Workshops Around the Country

/PRNewswire/ The Pacific Financial Group (TPFG), a wealth management innovator and leader in Self-Directed Brokerage Account Management (SDBA) announced it.

United statesWalnut creekSanta claraCory kendallFidelity investmentsPacific financial groupCapital group american fundsSelf directed brokerage account managementPlan adviceGrowth formula workshopIn plan adviceModel portfoliosChief revenue officerCapital groupAmerican fundsPlan advice growth formula workshop

The Pacific Financial Group to Host Financial Advisor Growth Formula Workshops Around the Country

/PRNewswire/ The Pacific Financial Group (TPFG), a wealth management innovator and leader in Self-Directed Brokerage Account Management (SDBA) announced it.

United statesWalnut creekSanta claraCory kendallFidelity investmentsPacific financial groupCapital group american fundsSelf directed brokerage account managementPlan adviceGrowth formula workshopIn plan adviceModel portfoliosChief revenue officerCapital groupAmerican fundsPlan advice growth formula workshop

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