Pacific Capital Resource Group
Fernando Pohina has experience in various roles and industries. Fernando is currently a Founding Member at Ascent Wealth Solutions, where they provide Securities and Investment Advisory Services. Prior to that, they worked as a Vice President at Pacific Capital Resource Group and also served as a Financial Advisor. Fernando has also worked at The Prudential Insurance Company of America as a Manager of Agency Training and as a Financial Professional, and at AXA Advisors as a Retirement Planning Specialist. Additionally, Fernando was a Mortgage Consultant and Business Owner at Encompass Mortgage and held the position of Senior Center Manager at Kinko's. Their work experience spans from 1996 to the present.
Fernando Pohina's education history includes attending The Wharton School in 2012, where they studied retirement planning. Prior to that, they attended California Lutheran University from 1996 to 1998, although the field of study is not specified. In addition to their educational background, Fernando has obtained several certifications related to the financial industry. These certifications include FINRA Series 7 and Series 66, acquired from the Financial Industry Regulatory Authority (FINRA), as well as Series 24 obtained from FINRA. The specific months and years when these certifications were obtained are not provided.
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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 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.