Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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Team photo for Pacific Wealth Planning Group
Team photo for Pacific Wealth Planning Group

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Our advisors

Advisor photo for Michael Bruggemann

Michael Bruggemann

MSFP, MPAS, CFP®, CLU®, RICP®

Private Wealth Advisor

President of Pacific Wealth Planning Group
Learn more about Michael Bruggemann Visit Michael Bruggemann's website
Advisor photo for Brayden Miyashiro

Brayden Miyashiro

CFP®, CRPC

Financial Advisor

Vice President of Pacific Wealth Planning Group
Learn more about Brayden Miyashiro Visit Brayden Miyashiro's website
Advisor photo for Sandra Yorong

Sandra Yorong

CRPC, CKA®

Financial Advisor

Vice President of Pacific Wealth Planning Group
Learn more about Sandra Yorong Visit Sandra Yorong's website


Our team

Carol M Lau

Carol M Lau

Client Service Coordinator

Jason Fong

Jason Fong

Financial Planning Assistant