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    Nathan Sadowski
    President and Wealth Manager
    Insurance Professional - License 0F91699

    Hello, I was born and raised in mid-western Canada on a farm. I come from a family of seven children - four brothers and two sisters. Five of us reside in California, and the other two still live in Saskatchewan, Canada. I reside in Walnut Creek with my wife and our daughter.

    While growing up on the farm, by the time I was eight years old I learned how to drive a tractor, shift gears on the grain truck, milk goats, then carry the five gallon buckets from the barn back to the house. I truly understand hard work and the value of an earned dollar.

    I received an academic and a baseball scholarship in 2000 and left the farm for California to pursue my baseball dreams at Pasadena City College, San Francisco State University and Menlo College.  My baseball career was cut short as a result of an injury. I continued my studies at Menlo College, where I graduated with a Bachelor of Science (B.S.) in Business Management in 2005. 

    I started in the financial industry back in 2007 with Bankers Life, just before the sub-prime mortgage crisis in 2008 and 2009. I got involved with financial planning because I wanted to help my mom and dad make smarter decisions about their money, especially as they both neared retirement. My parents were recently divorced after decades of marriage, they worked hard and saved for many years and I wanted to make sure they preserved their nest egg. With over thirteen years of helping plan, manage, conserve and transition wealth, I fully understand the value of protecting assets for retirement and family.

    I understand the significance of planning. My choices have impacted my family’s well-being in a very positive way, and I will extend that same experience, guidance, and care to you and your family.

    Yours truly, Nathan

    Keith Oslie
    Wealth Manager
    Insurance Professional - License 0L77279

    As you consider the important decision of who you will depend on to provide guidance and management around your financial planning and investment advisement, I would like the opportunity to work with you on your behalf to help achieve your financial goals. Only by understanding first “who I am” can you determine whether our beliefs and values are similar enough that we are the “best fit” to work with one another as a team.

    As a proud family member of a long line of U.S. military service members, I was taught the importance of serving my family and community with commitment, selflessness and integrity. As the eldest of five, I learned at a very young age to lead by example and to put others’ interests above my own. To the extent of my ability, I made sure that my family was cared for. While I was born in California because of my father’s active military enlistment, most of my formative years were spent in the mid-west, where responsibility, commitment, leadership and honor are quickly complemented by the need for prudent financial management, effective communication and regular physical labor - all characteristics required of the eldest son and grandson of a father and grandfather who are small business owners.

    After working for many years in the family businesses, in 1999 I decided to return to California with the objective of continuing to round out my skills and values which I had gained while continuing my professional growth. Working in operational management in the logistics industry for sixteen years enabled me to expand my knowledge and capabilities and round out my overall organizational skills. In 2008 I was fortunate enough to meet one of the most remarkable people ever. Little did I know at that time that ultimately Mendy would not only become my confidant and best friend, but she would become the mother of our child.

    We reside as a family in Alameda, enjoying all of the many benefits which the Bay Area offers. Our small-town community gives us the confidence we have in raising our daughter - Lakyn - which continues to assist in the fostering of her well-being and happiness.

    Should you decide to place your financial planning and investment advisory needs with me, my pledge to you is that I, Keith Oslie, Investment Adviser Representative, vow to uphold my fiduciary oath and commitment to applying all of my professional skills and personal values for the benefit of achieving your financial needs and goals.

    In conclusion, thank you for considering my background, skills, pledge of values, confidence and personal commitment for the active planning and management of your financial future.

    Sincerely, Keith


    To schedule a time to discuss your financial future and the possible role of insurance and investments in your financial strategy, contact us at admin@pacificexcel.com or call us at (925) 464-7445 today!

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

    Contact Us Today!

    Phone: (925) 464-7445

    Fax: (925) 705-7849


    925 Ygnacio Valley Road, Suite 200
    Walnut Creek, CA 94596

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    Family-owned and operated, Pacific Excel Wealth Advisors, Inc. is an independent wealth management firm, founded in 2011.

    Advisory services are offered through J.W. Cole Advisors, Inc. (JWCA).  Pacific Excel Wealth Advisors, Inc. (PEWA) and JWCA are not affiliated entities.  One or more individuals at PEWA are registered as Investment Adviser Representatives of JWCA with certain State securities divisions.  PEWA Investment Adviser Representatives receive fee-based compensation in exchange for soliciting advisory services, which are provided by JWCA on behalf of PEWA clients.  Additional information regarding the specific investment advisory services which are offered by JWCA can be found in JWCA’s Form ADV Part 2A Brochure (the Brochure), which is available on JWCA’s website - jw-cole.com.

    Insurance services and products are offered through Pacific Excel Insurance Services, Inc., an independent insurance agency - California Licenses 0F91699 and 0L77279.

    Pacific Excel Wealth Advisors, Inc. and Pacific Excel Insurance Services, Inc. are under common control.

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

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