Pacific Crest Financial Services, LLC is the evolution of an intentional collaboration of like minded CPA Firms who expanded their service offerings with the support of a CPA focused Broker Dealer, Avantax. These firms primary client base reside predominately in the area of the Pacific Crest Trail, an expanse of land encompassing some 2,659 miles from the US border at Mexico to the US border at Canada. We are client focused CPA and CFP® professionals who are committed to provide 1st class customer service in all areas of wealth management with a bias towards tax efficiency. At the center of this collaborative process, Avantax has been the strategic partner that has enabled the CPA firms to offer a broad range of wealth planning solutions. Now, as one consolidated firm leveraging our combined knowledge and experience, Pacific Crest Financial Services, LLC is able to offer the same commitment to our clients wherever they may live.
