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 25,000 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 www.pcrg.com for full disclosures.

Insurance

Pacific Capital Resource Group

Pacific Capital Resource Group's headquarters in Bellevue, WA, United States

The Lake Oswego office focuses on providing personalized financial services and wealth management solutions.

Lake Oswego

The Scottsdale office focuses on financial planning and investment strategies, serving clients in a vibrant market.

Scottsdale

Kurt D. Jonson Clu, Chfc

Kurt Jonson

Fernando Pohina

The Financial Services Team at Pacific Capital Resource Group is dedicated to delivering comprehensive financial planning and advisory services to over 25,000 clients nationwide. This team leverages a collaborative approach to wealth management, providing personalized strategies and expert advice in financial planning, investment management, and insurance solutions. Each member plays a crucial role in enhancing client relationships, optimizing financial outcomes, and ensuring a high-quality, results-driven experience for both clients and advisors.

Pacific Capital Resource Group

Org chart

Teams

Financial Services Team

Offices

Pacific Capital Resource Group

Org chart

Teams

Financial Services Team

Offices

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