Pacific Capital Works
Todd Brundage is the founder of Pacific Capital Works, a registered investment advisor, that works with a team of experts with the goal of optimizing finances for global executives. We provide investment management, financial planning and relationship management for global executives in 3 different services (Wealth Management, Investment Management and Virtual Family Office) depending on the needs of the client.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.