Fernando Pohina

About Fernando Pohina

With 13 years in Financial Services, I am currently a Financial Advisor at Pacific Capital Resource Group, Inc, focusing primarily in comprehensive Financial Planning and Investment Management. Fully customized financial planning incorporates professional implementation and recommendations related to your retirement, including your 401k, IRA and ROTH investments. In addition, insurance reviews and implementation for Disability, Life Insurance, and Long Term Care policies are tailored to individual needs. Other services include college funding with 529 plans, review of short and long term accumulation goals, cash flow and budget evaluation, annuities and asset allocation review. I strive to help optimize your current savings and investment strategies. Along with Pacific Capital Resource Group, Inc, I have a tradition of integrity, professionalism, commitment and service. Please contact me at f••••••@pcrg.com.

Experience

1. Vice President

   Pacific Capital Resource Group

   Jan 2018 — Present

   Securities and Investment Advisory Services are offered through Osaic Wealth, Inc, member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not offer tax or legal advice. Please refer to for full disclosures.

Education

• The Wharton School

  Retirement planning

  2012 — 2012

Skills

• Leadership
• Financial Planning
• Investments
• Program Management
• Disability Insurance
• Fixed Annuities
• Process Improvement
• Management
• Team Building
• Retirement
• Strategic Planning
• Business Planning
• Customer Service
• Insurance
• Asset Allocation
• 401k
• Budgets
• Life Insurance
• Finance
• Retirement Planning
• Estate Planning
• Asset Management
• Financial Services