Mike Oertwig

We are a 4th generation Independent Insurance Agency serving San Francisco Bay Area Businesses & their Families since 1927.

Pacrim Benefits Management is a registered investment advisory firm based in San Carlos, CA, that operates under the fiduciary standard, prioritizing the interests of their clients and disclosing any potential conflicts of interest. They offer comprehensive solutions, including understanding clients' financial situations, creating diversified investment portfolios, collaborating with other trusted advisors, and providing consistent monitoring and review of progress towards clients' goals. Pacrim Advisory Services, a division of Pacrim Benefits Management, focuses on building, preserving, and managing wealth for their clients. They offer unbiased advice and a wide range of investment products, collaborating with specialized resource partners to provide services such as estate planning and insurance reviews. Their commitment to transparency is evident through their annual plain-English brochure, which explains their qualifications, investment strategies, and business practices.Generated from the website