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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.
    Home » Seminars

    Seminars, Workshops and Lunch & Learns

    We hold informational events for our clients and the greater community that feature information on specific topics regarding your financial future. Often, our events 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 Registration to the right and submit your request.  Please be advised, guests must be registered and confirmed to attend and are subject to the advisor's approval.  Guests should also have at least $500,000 in investable assets in order to fully benefit from the strategies that will be discussed.   

    Our Calendar of Events for 2019


    Wednesday, July 31st at 11:30am at Berkeley Country Club, 7901 Cutting Blvd. El Cerrito, CA 94530.  Lunch and Learn, bring a friend!  2nd quarter market review 2019.  Guest speaker will be Faith Chaffee, Senior Portfolio Specialist (West) from Savos Investments.

    Wednesday, October 30th at 11:30am at Berkeley Country Club,
     7901 Cutting Blvd. El Cerrito, CA 94530.  Lunch and Learn, bring a friend!  3rd quarter market review 2019.

    Our Calendar of Events for 2020

    Thursday, January 30th at 11:30am at Berkeley Country Club, 7901 Cutting Blvd. El Cerrito, CA 94530.  Lunch and Learn, bring a friend!  4th quarter market review 2019.

    Wednesday, April 29th at 11:30am at Berkeley Country Club, 7901 Cutting Blvd. El Cerrito, CA 94530.  Lunch and Learn, bring a friend!  1st quarter market review 2020.

    Tuesday, July 28th at 11:30am at Berkeley Country Club,
     7901 Cutting Blvd. El Cerrito, CA 94530.  Lunch and Learn, bring a friend!  2nd quarter market review 2020.

    Thursday, October 29th at 11:30am at Berkeley Country Club,
     7901 Cutting Blvd. El Cerrito, CA 94530.  Lunch and Learn, bring a friend!  3rd quarter market review 2020.


     

    Your insurance professional and 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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    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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    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, 0L60843 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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