For financial advisors
Meet people looking for an advisor who specializes in California households
Pacific Wealth Desk publishes guides and calculators for this audience. Readers who want a professional ask to be matched, and we introduce them to licensed advisors whose practice fits their needs.
How it works
Apply, get checked, get introduced
We only work with licensed advisors, so every application is reviewed before anyone is approved.
Apply: tell us about your practice, registration and who you serve.
We check: we confirm your registration on the public regulator record before approving you.
Get introduced: approved advisors receive introductions to people whose needs fit their practice. We explain how introductions and fees work when we contact you.
Apply
Apply to receive introductions
Three short steps. We review every application before approving it.