Erin Neil

Erin J. Neil is the President, Chief Compliance Officer, and an Investment Advisor Representative of Pacific Wealth Strategies Group, Inc. (PWSG), an independent Registered Investment Advisor headquartered in Santa Barbara, California. She has worked in the securities industry since 1998, beginning her career as a Financial Advisor with Prudential Securities in Phoenix, Arizona.

In February 2007 she relocated to Santa Barbara and expanded her retail advisory practice. In September 2007, she and colleague Jeffrey Brookshire co-founded Pacific Wealth Strategies Group, Inc., their own Registered Investment Advisor. The firm serves high-net-worth families out of offices in Santa Barbara and Porterville, focusing on proactive wealth management with an emphasis on risk mitigation, tax efficiency, investment management, and family legacy planning.

Neil holds two bachelor's degrees from Arizona State University — a B.A. in Political Science and a B.A. in Women's Studies — and completed a Master's in Business Administration at the University of Phoenix in 2006. PWSG is registered with the SEC (firm CRD #144789).

• Operates as a fiduciary wealth manager, not a startup investor: the firm's stated objective is "to provide proactive wealth management and financial planning strategies to clients, with a focus on risk mitigation, tax efficiency, investment management and family legacy planning."
• Client base is high-net-worth individuals and families, not early-stage companies.
• No public evidence of seed-stage, angel, or venture check-writing, target-company criteria, or a startup portfolio was found in any source reviewed.