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Experience the Difference 

Experience the Difference 

The resources of a large firm, with the personal attention of a small practice.

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Prognosis: Prosperity

Prognosis: Prosperity

The Physician Resource team at Pacific Capital utilizes a holistic approach to financial planning that focuses on addressing the unique and specific needs of physicians, their families, and their practices.

We balance long-term wealth building and distribution solutions, with appropriate levels of risk management and asset protection, to create a plan that performs under a wide variety of possible futures.

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Services

Services

We create strategies tailored to your goals.

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Independence

Independence

Without any conflicts of interest we put your needs first.

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Trust

Trust

We enjoy building trusted relationships that span generations.

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