About Us
Aiming for the peak, every time, just like the Pacific Crest Trail.
Brenda Stein
Certified Financial Planner ® Professional
Following a distinguished career in engineering, I transitioned into financial planning. My time as a civil engineer was invaluable in not only my identification of the dynamics at play but also the understanding of the politics of the relationship between developers & regional authorities. Thus, I found my inspiration. My advisory practice is aided by the talented professionals that make up the Pacific Crest Wealth team & the resources that result from our partnership with GoWealth. Our clients receive the highest levels of tailored client service. For those clients who want to be able to build a custom financial structure, we are able to provide the highest levels of vibrant, responsive, personalized service.