Ariana Justine Mcdonald
Investment adviser representative at Pacific Financial Strategies, Inc
10 yearsExperience
1 stateRegistered in
$201.2MFirm assets
16 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Pacific Financial Strategies, IncApr 2023 to now
- Bakersfield Family ChiropracticMay 2021 to now
- CendeconMay 2020 to Mar 2021
- C 3 Financial StrategiesJan 2017 to May 2022
- Pacific Financial StrategiesJan 2016 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (CA).
Pacific Financial Strategies, Inc
$201.2MAssets managed
713Clients
3Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6377085
- Firm CRD
- 151434