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One Pacific Financial Strategies

Is this your company?

Salesmen trying to get 50% of your retirement and sell your family insurance - Senior Financial Professional One Pacific Financial Strategies Employee Review

1.0
5 Apr 2026
Recommend
CEO approval
Business outlook

Pros

They have some guidance when it comes to doing your insurance education.

Cons

They are salesmen. They want you to do all of the heavy lifting while they take 50% of what you make. They will say you will make 50-250k. Then then will send you to carlsbad where they make you wait in a zoom meeting for 20 minutes to "build anticipation". Then you will reject you and refer you to the brea district and spend thousands to meet them. Be prepared to waste the last 6 months of your life on these licenses and they will not be reimbursable. They will say it's reimbursable, but it's not until you meet your "production level". You will either sell out your family or make $0.

Explore other reviews about One Pacific Financial Strategies

5.0
4 Nov 2025
Recommend
CEO approval
Business outlook

Pros

- Freedom and flexibility to set your own hours and goals - Incredible mentorship and training from experienced advisors - Collaborative, supportive culture - Opportunity to make real impact for clients and build lasting relationships

Cons

None related to One Pacific

5.0
20 June 2025
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

One Pacific Financial Strategies stands out as a leader in the financial services industry. From top to bottom, the firm exudes professionalism, innovation, and a commitment to excellence that sets it apart from its peers. One of the firm’s greatest strengths is its exceptionally experienced management team. Leadership is composed of industry veterans who bring a wealth of knowledge, strategic vision, and stability to the organization. Their ability to navigate complex markets while staying ahead of regulatory and technological trends is truly impressive. Their long-term thinking and transparent communication have built a culture of trust and accountability throughout the firm. One Pacific also offers a diverse and well-structured suite of financial products and services, catering to a wide range of client needs—from high-net-worth individuals and institutional investors to corporate and retail clients. Whether it’s wealth management, asset allocation, investment banking, or alternative strategies, the breadth and quality of the firm’s offerings allow clients to find comprehensive, customized solutions under one roof. Internally, One Pacific is known for offering highly competitive compensation packages, along with strong performance incentives and meaningful opportunities for career advancement. Their advisors are valued not just for their output, but for their potential and contributions to the firm’s collaborative, client-centric culture. In an industry where many firms talk the talk, One Pacific consistently walks the walk. It's a place where professionals can thrive and clients can trust they are in expert hands. Without hesitation, I highly recommend One Pacific Financial Strategies to anyone seeking financial guidance, partnership, or a fulfilling career in the insurance and financial services industry.

Cons

No negative to write about at this time.

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