The Team

Pacific Wealth Planning Group

Whether it’s saving to buy a home, traveling or simply feeling confident that you’ll be able to live the retirement you’ve worked hard for, having a sound investment strategy is key to achieving your financial goals. Using our exclusive Confident Retirement® approach, we work one-on-one with our clients to understand what’s most important to them. With an understanding of their risk tolerance and personal preferences, we can offer personalized advice that helps them balance important retirement income needs against the needs of today.

Our Advisors

Marvin V Silva

Marvin V Silva

Private Wealth Advisor

More about me...

Designations

CFP®

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Small Business

Education

Bachelor of Science, Horticulture, University of Hawaii, Honolulu, Hawaii
CA Insurance #0B66322

VISIT MY WEBSITE

Michael Bruggemann

Michael Bruggemann

Financial Advisor

More about me...

Designations

CFP®, RICP®, CLU®, CRPC®, CRPS®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investment Management
  • Insurance

Education

Santa Clara University, BS Economics

VISIT MY WEBSITE

Sandra Yorong

Sandra Yorong

Financial Advisor

More about me...

Designations

CRPC®, CKA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investment Management
  • Insurance
CA Insurance #0I25329

VISIT MY WEBSITE

Brayden Miyashiro

Brayden Miyashiro

Financial Advisor

More about me...

Top Areas of Focus

  • Business Retirement Plans
  • Retirement Planning Strategies
  • Family Finances

Education

Oregon State University, BA in Family Studies and Human Development

VISIT MY WEBSITE

Our Staff

Jason Fong

Jason Fong

Financial Planning Assistant

Carol M Lau

Carol M Lau

Client Service Coordinator