Pacific Financial Strategies, Inc. in Thousand Oaks, CA lists Joseph A Gaecia and Anna-Christina Brockschmindt of Thousand Oaks, CA
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Susan Windsor
Individual Agent
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23901 CALABASAS RD STE 1063, CALABASAS, CA 91302
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Joseph A Gaecia
CEO
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223 E THOUSAND OAKS BLVD STE 403, THOUSAND OAKS, CA 91360
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Anna-Christina Brockschmindt
Chief Financial Officer
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223 E THOUSAND OAKS BLVD STE 403, THOUSAND OAKS, CA 91360
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Joseph A Garcia
Director
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223 E THOUSAND OAKS BLVD STE 403, THOUSAND OAKS, CA 91360
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Anna-Christina Brockschmindt
Secretary
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223 E THOUSAND OAKS BLVD STE 403, THOUSAND OAKS, CA 91360
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223 E THOUSAND OAKS BLVD STE 403, THOUSAND OAKS, CA 91360
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NamePACIFIC FINANCIAL STRATEGIES, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,394,331 / $629,954 | 2022 | PACIFIC FINANCIAL STRATEGIES, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 3 / 3 | $1,394,331 / $629,954 |
| 2021 | Plan NamePACIFIC FINANCIAL STRATEGIES, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,120,972 / $1,394,331 | 2021 | PACIFIC FINANCIAL STRATEGIES, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 2 / 2 | $1,120,972 / $1,394,331 |
| 2020 | Plan NamePACIFIC FINANCIAL STRATEGIES, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 3 Assets BOY/EOY$804,590 / $1,120,972 | 2020 | PACIFIC FINANCIAL STRATEGIES, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 4 / 3 | $804,590 / $1,120,972 |
| 2019 | Plan NamePACIFIC FINANCIAL STRATEGIES, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$542,073 / $804,590 | 2019 | PACIFIC FINANCIAL STRATEGIES, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 3 / 4 | $542,073 / $804,590 |
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