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One Pacific Financial Strategies

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Positive Work Culture, Rewarding Experience - Financial Professional One Pacific Financial Strategies Employee Review

5.0
8 May 2023
Recommend
CEO approval
Business outlook

Pros

Starting a career with One Pacific has proven to be the right step on the path toward success in financial services. The management is highly supportive, with experienced senior partners who help to train and guide you in understanding the firm's wealth strategies and services as well as how to engage and service the clients. Colleagues and peers are friendly and inspiring. They are always open to answering questions, sharing their insights, and are a pleasure to work with. There is a great degree of autonomy in this line of work where you manage your own schedule. It is really up to you to be focused and to put in the effort. But when you do, the experience will no doubt be rewarding. The team at One Pacific has a genuine desire to see you succeed and has your back every step of the way.

Cons

There are no free lunches.

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

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.

1
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