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    Discover the many opportunities available to help secure your financial future through the use of insurance and investment products.
    At Pacific Excel Wealth Advisors, we can help you determine a strategy appropriate for your financial situation.
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    Seminars, Workshops, Lunch and Learns

    At Pacific Excel Wealth Advisors, we hold informational workshops for our clients and the greater community that feature information on specific topics regarding your financial future. Often, our workshops include guest speakers and special activities as well as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Feel free to schedule a one-on-one, no-obligation meeting whenever you attend a workshop.


    Remember When Life Was Simpler?
    To register for an upcoming event, please contact our office, (510) 217-8125, or click on the workshop registration to the right and submit your request.  Please be advised, guests must be pre-registered to attend and are subject to the advisor's approval.  Guests should also have at least $250,000 in investable assets in order to fully benefit from the strategies that will be discussed.  

     

    Our Calendar of Events for 2017

    Tuesday, November 14th and Thursday, November 16th (2 day course) at 6:00pm at Alameda College, 555 Ralph Appezzato Memorial Pkwy. Alameda, CA 94501.  Empower University, Educational Retirement Planning Course, speakers will be Nathan Sadowski and Keith Oslie.

    Our Calendar of Events Upcoming for 2018

    Wednesday, January 31st at 11:30am at Berkeley Country Club, 7901 Cutting Blvd. El Cerrito, CA 94530.  Lunch and Learn, bring a friend!  4th quarter market review 2017, 2018 market outlook and minimizing your taxes by proper tax planning.  Guest speaker, Ryan Van Valer, Tax Consultant

    Thursday, April 26th at 11:30am at Berkeley Country Club,
     
    7901 Cutting Blvd. El Cerrito, CA 94530.  Lunch and Learn, bring a friend!  1st quarter market review 2018 and the benefits of Alternative Investing.  Guest speaker, Kezia Samuel, Senior Vice President at Global Financial Private Capital.

    Tuesday, July 24th at 11:30am at Berkeley Country Club,
     7901 Cutting Blvd. El Cerrito, CA 94530.  Lunch and Learn, bring a friend!  2nd quarter market review 2018 and Identity Theft.

    Wednesday, October 24th at 11:30am at Berkeley Country Club,
     7901 Cutting Blvd. El Cerrito, CA 94530.  Lunch and Learn, bring a friend!  3rd quarter market review 2018


     

    Your insurance professional and Registered Investment Advisor/Investment Adviser Representative is not permitted to offer, and no statement contained herein shall constitute, tax, or legal advice. You should consult with a legal or tax professional on any such matters.

    To schedule a time to discuss your financial future, contact us at admin@pacificexcel.com or call us at (510) 217-8125 today!

    By contacting us, you may be offered information regarding the purchase of insurance and investments products.
     

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

    Insurance Services offered through Pacific Excel Insurance Services, an Independent Insurance Agency, CA License # 0F91699

    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.