Isaac
Cardoza
Pacific Wealth Management
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About this Advisor
Isaac Cardoza is a financial advisor based in San Diego, California, working with Pacific Wealth Management. Isaac has previously held positions at Honeycutt, Smith & Associates, The Hake Restaurant, San Diego Mesa College, San Diego State University, Uber, Duende, Duende Construction, Commonwealth Financial Network, and Pacific Wealth Management. Isaac has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Isaac is part of Pacific Wealth Management, which operates out of San Diego, California. The firm has 7 employees and manages assets totaling $269.9 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Pacific Wealth Management includes asset-based, hourly, fixed, commission-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pacific Wealth Management Brokerage Details
$269,940,691
7
483
$558,883
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Isaac Cardoza Work History
Pacific Wealth Management
Uber
Duende Construction
Honeycutt, Smith & Associates
Commonwealth Financial Network
Uber
San Diego State University
Duende
The Hake Restaurant
San Diego Mesa College
Disclosures
Please visit the SEC profile of Isaac Cardoza to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pacific Wealth Management
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
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