Experience Makes all the difference
Pacifica Wealth Management combines the advantages of a family style "boutique" firm with the vast resources and depth of a leading global financial services firm, UBS Financial Services, Inc. We take a consultative approach to deliver needs based solutions. Our team of professionals distinguishes itself by its wealth of financial services experience coupled with exceptional personal service. We strive to continually strengthen our clients' loyalty through hard work, appropriate advice and a strong dedication to developing a long-term relationship.
C. Scott Sutcliff, CRPS®, CRPC®, C(k)P®
Financial Advisor
Senior Retirement Plan Consultant
949-453-5170
scott.sutcliff@ubs.com
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Mark D. Morgan
Financial Advisor
949-453-5168
mark.morgan@ubs.com
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Anne M. Sutcliff, CFP®, CRPC®, CRPS®
Senior Client Service Associate
Retirement Plan Consultant
949-453-5102
anne.sutcliff@ubs.com
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Steven M. Tye
Senior Wealth Strategy Associate
949-453-5171
steven.tye@ubs.com
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