Who We Are
A Legacy of Trust, Innovation, and Expertise
Pacific Bank Of California has been a leader in the financial services industry, leveraging deep expertise and extensive resources to help individuals, governments, and institutions achieve their financial goals. We specialize in capital raising, investment management, and advisory services, and our approach is rooted in the principles of integrity, client-first service, and a commitment to innovation.
Our Mission
Our mission is simple: to connect capital, ideas, and people to create long-lasting financial success. Since our founding, we have upheld the core values that guide our every action:
Give Back: A strong commitment to community development and social responsibility.
Do the Right Thing: Upholding integrity in all of our dealings.
Put Clients First: Our clients’ success is our success.
Lead with Exceptional Ideas: We aim to think beyond the conventional and bring fresh perspectives.
Commit to Diversity and Inclusion: We believe in the strength of diverse ideas, backgrounds, and experiences.
Our Founder’s Legacy
The legacy of Pacific Bank of California traces back to Peggy Ann Barad, who began her career in 1979 as a Senior Instructor at Merrill Lynch & Co. in San Francisco. Through her relationships and unwavering dedication to her clients, she led her team to achieve unprecedented financial success. Peggy’s ability to connect people and ideas remains the foundation of our firm’s ethos.
Let Us Help You Achieve Your Financial Goals.
Get in Touch Today.