Business Details
15 Years
experience
Your Trusted Financial Planning Partner
Pacific Excel is an independent financial planning and investment advisory firm dedicated to helping first-generation wealth creators navigate critical life milestones. Founded in 2011, we specialize in serving medical and healthcare professionals, public company employees, business owners, and individuals experiencing windfall events. Our consultative approach focuses on education and objective advice, tailored to each client's unique needs. We limit our client base to ensure exceptional service quality, entering relationships only when we can deliver substantial value. Our mission emphasizes simplifying clients' financial lives while guiding them toward long-term financial freedom.With expertise in retirement planning, tax optimization, and multigenerational wealth transfer, we build lasting partnerships that extend beyond individual lifetimes. Our team combines deep industry knowledge with personalized strategies to address complex financial challenges. Operating from Walnut Creek, California, we offer flexible communication channels including in-person meetings, video calls, and electronic correspondence. Our commitment to transparency and client-centric service forms the foundation of every decision we make. Through 17+ years of experience, we've developed proven roadmaps for wealth accumulation and preservation across diverse professional backgrounds.
Services
Financial Planning
Investment Management
401(k) Solutions
Wealth Management
Retirement Planning
Tax Optimization
Estate Planning
Windfall Management
Business Financial Planning
Succession Planning
Details
- Year established: 2011
Highlights and features
- We specialize in serving medical professionals with tailored wealth management strategies
- Our team has 17+ years of experience managing complex financial situations
- We limit client numbers to ensure personalized, high-quality service delivery
- Our consultative approach focuses on education and objective financial guidance
- We develop multigenerational wealth transfer strategies for lasting financial legacies
Services
Financial Planning
Our comprehensive financial planning service creates customized roadmaps for long-term financial security. We analyze your unique circumstances to develop strategies covering retirement, tax optimization, and estate planning. With specialized expertise in serving medical professionals and business owners, we help clients make informed decisions about their financial future while addressing complex challenges specific to their professions.
Investment Management
We provide tailored investment management solutions aligned with individual risk tolerance and financial goals. Our approach combines strategic asset allocation with ongoing portfolio monitoring to optimize returns while managing risk. We help clients navigate market complexities through diversified investment strategies that adapt to changing life circumstances and financial objectives.
Windfall Event Planning
Our windfall event planning service guides clients through sudden financial gains like inheritances or legal settlements. We develop comprehensive strategies for tax-efficient wealth preservation and intergenerational transfer. With 17+ years of experience, we help clients transform unexpected financial opportunities into sustainable long-term benefits while addressing both practical and emotional considerations.
Business Financial Planning
We offer specialized financial planning for business owners at all growth stages. Our services include succession planning, employee benefit programs, and business exit strategies. We help entrepreneurs manage company-related financial risks while building personal wealth that aligns with their business objectives and long-term vision.
Retirement Planning
Our retirement planning service creates personalized strategies for sustainable post-career income. We help clients navigate retirement account distributions, pension options, and tax-efficient withdrawal strategies. For medical professionals and executives, we develop customized plans that consider unique compensation structures and practice-specific financial considerations.
People
Nathan Sadowski
President, Wealth Manager
Nathan Sadowski leads Pacific Excel as President and Wealth Manager, bringing extensive experience in financial planning and investment advisory. He specializes in helping professionals navigate complex financial decisions, focusing on long-term wealth preservation and retirement strategies. Nathan's client-centered approach emphasizes clear communication and personalized solutions.
Michelle Benbrook
Relationship Manager
Michelle Benbrook serves as Relationship Manager at Pacific Excel, connecting clients with tailored financial solutions. With deep knowledge of investment strategies and retirement planning, she helps clients understand complex financial concepts through simplified explanations. Michelle prioritizes building trust through transparent communication and dedicated client support.
Sherry Pourkian
Client Service Associate
Sherry Pourkian supports Pacific Excel's clients as Client Service Associate, ensuring smooth implementation of financial plans. She assists with account management and client communications, maintaining a focus on exceptional service quality. Sherry's organizational skills help maintain the firm's commitment to personalized attention for every client relationship.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning covering retirement strategies, tax optimization, estate planning, and investment management tailored to individual circumstances.
Do you specialize in any particular industries?
We specialize in serving medical professionals, public company employees, business owners, and individuals experiencing windfall events with customized financial solutions.
How does your investment management work?
Our investment approach combines strategic asset allocation with ongoing portfolio monitoring to optimize returns while managing risk based on individual financial goals.
How do you handle windfall event planning?
We develop comprehensive strategies for sudden financial gains, focusing on tax-efficient wealth preservation and intergenerational transfer while addressing emotional considerations.
What retirement planning options exist?
We create personalized retirement strategies considering pension options, tax-efficient withdrawals, and sustainable income plans aligned with your unique financial situation.
