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Custom Wealth Management

Custom Wealth Management

PCFS creates strategies that are tailored to your needs and goals.

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Lifelong Financial Guidance

Lifelong Financial Guidance

Years of experience have prepared PCFS to guide you through your life transitions.

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Financial Services, Tailored To You

Financial Strategy: It's In Our DNA

We’ve all been there. It can be tough working your way to the top. Every one of our advisors has experienced the professional treadmill and chosen a path that actually leads to a destination. At PCFS, we know how to disrupt the status quo and want to help you do the same.

It's your life; you should live it the way you want. Our advisors believe that knowledge leads to independence. Together, we’ll leverage your goals with smart financial advice, to ensure that you’re in the driver's seat for years to come.

Don’t be satisfied with tradition. Take control, free yourself, and live the life you want.

We can help.

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  • Dreams and Concerns
  • Wants and Needs
  • Your Financial Philosophy
  • What, Why, and When are we Planning For?

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Meet Our Team

Stephen Schliesser

Stephen F. Schliesser, CFP®

President & CEO, Financial Advisor, The Pacific Center for Financial Services

Brad Bargmann

Brad Bargmann

OSJ Branch Manager, Cetera Advisor Networks LLC.

Chad M. Franck

Chad M. Franck

Investment Advisor Representative, The Pacific Center for Financial Services

Ashley Souza

Ashley Souza, AIF®

Investment Advisor Representative, The Pacific Center for Financial Services

Rose Bargmann

Rose Bargmann

Administrative Assistant

Mylene Leard

Mylene Leard

Director of Client Services

Pierce   Bargmann

Pierce Bargmann

Administrative Assistant to Brad Bargmann

Andy Choi

Andy Choi

Administrative Assistant

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