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One Pacific Financial Strategies

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Holistic Financial Planning - Financial Professional One Pacific Financial Strategies Employee Review

5.0
17 Sept 2021
Recommend
CEO approval
Business outlook

Pros

Remote work encouraged Great senior leadership Great environment for highly motivated individuals Allowed to run your own practice

Cons

Can seem a bit solo at times but only if you do not ask for help

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One Pacific Financial Strategies Response
4y
Thank you so much for positive feedback. If there is anything you ever feel we can be better at, please contact me directly! I loved you comment about asking for help - I wish more of my associates would reach out for helpful conversations if/when they get discouraged. Derek M. McDougall – Managing Partner dmcdougall@onesandiegofs.com

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.

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