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    Phone: 510.217.8125 / admin@pacificexcel.com / Visit Us! /
    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 and Lunch & Learns

    At Pacific Excel Wealth Advisors, 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 pre-registered 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


    Thursday, 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 2018, 2019 market outlook.

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

    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.


     

    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.
     

    Registration
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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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    Upcoming Events
    View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.
    » Calendar of Events

    *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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