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Family owned company founded in 2011, Pacific Excel Wealth Advisors Inc. is an independent wealth management firm providing investment advisory services on a fee-only basis. We focus on providing affluent families, corporate executives and entrepreneurs with customized investment plans and comprehensive wealth management services.


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stress of retirement?

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Who We Are / Our Focus
Nathan Sadowski
We want to help you achieve your short-term financial goals today, while working toward your long-term goals for the future.
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Resources
Constantly keeping you in the know. View our resources page to stay updated on the latest financial news and media.
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Upcoming Events
View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.
» Calendar of Events

At Pacific Excel Wealth Advisors, helping you meet your financial needs is our FIRST priority.

Contact us at admin@pacificexcel.com or call us at (510) 217-8125 to schedule a time to discuss your financial situation and the potential role of insurance or investments in your financial strategy.

*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

Investment Advisory Services offered through Global Financial Private Capital, LLC. SEC Registered Investment Adviser. 

Global Financial Private Capital has no affiliation with the website represented. Global Financial Private Capital is not responsible for their views and opinions, and makes no representations or warranties about the accuracy, reliability, completeness or timeliness of the content and does not recommend or endorse any specific information herein. 
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. Simply click on one of the general financial topics below and you'll find a selection of easy-to-use calculators about related financial topics. 
These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product. Rates of return will vary over time, particularly for long-term investments. Investments offering the potential for higher rates of return also involve a higher degree of risk of loss. Actual results will vary.