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Phone: 510.217.8125 / admin@pacificexcel.com / Visit Us! /

Family-owned company founded in 2011, Pacific Excel Wealth Advisors, Inc. is an independent wealth management firm. We focus on providing pre-retirees and retirees with customized investment plans and comprehensive wealth management services.

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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. 

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

Investment advisory services offered through Global Financial Private Capital, LLC, an SEC-Registered Investment Adviser. SEC registration does not imply a certain level of skill or training. Pacific Excel Wealth Advisors and GFPC are not affiliated entities. One or more individuals at Pacific Excel Wealth Advisors are registered as investment adviser representatives of GFPC with certain state securities divisions. Investment adviser representatives receive fee-based compensation in exchange for soliciting investment advisory services provided by GFPC on behalf of Pacific Excel Wealth Advisors clients. Additional information regarding the specific investment advisory services and products offered by GFPC can be found within GFPC's Form ADV Part 2A Brochure (“the Brochure”) available on GFPC's website http://gf-pc.com.

In addition to providing certain investment advisory services on behalf of GFPC as described in the Brochure, individuals associated with Pacific Excel Wealth Advisors and the Pacific Excel Wealth Advisors itself may provide or offer to its clients certain other products or services outside GFPC's or its affiliates' supervision and control, including but not limited to, insurance-related advice, estate and tax planning products and services (“Other Services”). Website users are advised that these Other Services are provided and offered exclusively by Pacific Excel Wealth Advisors and are not endorsed, provided, offered or supervised by GFPC or its affiliates. Insurance products and services are offered through, Pacific Excel Wealth Advisors and are not offered by GFPC. Guarantees are associated with insurance products and are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to restrictions, limitations or early withdrawal fees, which vary by the issuer. They do not refer, in any way to securities or investment advisory products.

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