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    Derek Pacheco

    I help professionals and retirees build, protect and transfer wealth in Santa Barbara, CA and the surrounding communities

    Derek Pacheco is a seasoned professional, currently serving as a Financial Advisor at Edward Jones and equipped with a strong educational background that includes a Masters in Business Administration specializing in International Business from Fresno Pacific University and a Bachelor of Arts in Political Science from San Diego State University. Passionate about guiding families, individual investors, and small businesses towards their financial aspirations, Derek prides himself on offering tailored solutions to help clients achieve their goals, whether it's retirement planning, saving for education, or securing the financial well-being of loved ones. By collaborating with experts such as CPAs, Estate Planning Attorneys, and Life Insurance Specialists, Derek ensures a comprehensive approach to financial planning. He places a premium on understanding each client's unique objectives, risk tolerance, and experience levels to craft effective strategies. With a commitment to delivering top-notch client experiences, Derek aims to make a meaningful difference in the financial lives of those he serves.

    Derek Pacheco
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    Location

    Santa Barbara, California Area