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    Nathan J. 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 - Sunni - and our two year old daughter - Ariana.

    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 in investment advising because I wanted to learn how to make smarter decisions about my own money as well as help my family.  My parents worked long and hard and saved for many years and I wanted to make sure they preserved their nest egg, especially as they neared retirement. With over twelve years of consulting, investment management and insurance, I fully understand the value of conservation of capital and 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

     

    Kathleen Evans
    Relationship Manager

    I am not only a native of California, but of Alameda. On one side of my family, we go back to “the beginning”, and on the other side of my family, my grandfather, one set of my great-grandparents and one of my great-great-grandmothers immigrated here from Greece. While continuing to learn English little-by-little, they immediately obtained work and starting at “the bottom", lived the American Dream to the fullest and worked their way up, resulting becoming quite successful. I have resided only in California - and only on an island or at a beach - not to mention in a total of two Zip Codes!

    After completing my education in the San Francisco Bay Area, I continued my education at Santa Ana City College in Santa Ana and at the University Of California - Irvine.

    As for my working experience, I was fortunate enough to start my career at a very young age working for the head of The Clorox Company at the organization’s headquarters, which continue to be in Oakland. Because of my education having a focus in law, I left Clorox only to pursue working in the legal sector. I worked in various capacities of law in San Francisco, Los Angeles and Orange County. I took a leave in 1984 to work for the Los Angeles Olympic Organizing Committee. I broke away from law for a time in Orange County to work for one of the “Big Four” accounting firms there.

    I look forward to the possibility of serving you.

    Sincerely, Kathleen

     

    Keith M. 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

     

    Samuel V. Gaeta
    Wealth Manager

    Sam specializes in the development of financial planning strategies specifically tailored to help families and business owners tackle some of the more complex financial situations. He uses a process-driven approach to guide clients toward destination-focused financial success. Sam understands the financial planning process does not end at implementation. Rather, like other aspects of life, a sound financial plan evolves over time.

    Samuel heeds his fiduciary responsibility to provide all clients with recommendations in their best interests and to periodically assess their respective plans’ effectiveness toward meeting their goals. Sam has passed the Series 65 and Series 63 exam administered by the NASAA as well as the Series 7 exam administered by FINRA. Samuel is a Registered Investment Adviser Representative with J.W. Cole Advisors, Inc. and a Registered Broker with J.W. Cole Financial, Inc.

    Sam started his financial planning career in February 2016 with a mission to provide more value, smarter advice, and real results to his clients. In January 2019 Sam’s mission has led him to join the team at Pacific Excel. Growing up in San Jose, watching his grandfather and father become successful business owners, Sam has always had a passion for business development. After completing his BS in Accounting, Sam became a Certified Business Valuation Specialist improving his ability to advise his clients on exit and succession strategies. Sam is continuing his education, currently completing his Certificate in Financial Planning from The American College of Financial Services. When not at the firm, Sam spends his free time swimming, biking, running, and traveling with his wife, Kelsey, and their dog, Lucy. He is an avid triathlete and has completed two full Ironman Triathlons and earned the distinction of USA Triathlon All American in 2013.

    Sincerely, Sam

    __________________________________________________________________________________

    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 (510) 217-8125 today!

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

    Contact Us Today!

    Phone: (510) 217-8125

    Fax: (510) 227-5931

    admin@pacificexcel.com

    2413 Webb Ave. Suite B
    Alameda, CA 94501-2922



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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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