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What We Do

 

Financial Planning

 

Investment Management

 

401(k) and Business-Related Solutions

 

Self-Directed Brokerage Account
 

Office

925 Ygnacio Valley Road
Suite 200
Walnut Creek, CA 94596

Contact

(925) 464-7445
support@pacificexcel.com

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Pacific Excel Wealth Advisors, Inc. (PEWA) is a Walnut Creek based wealth management firm, founded in 2011.  Advisory services are offered through J.W. Cole Advisors, Inc. (JWCA).  (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.

JWC Financial Disclosures - JWC Advisor Disclosures

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