BBB Accredited Business Profile

Pacific Excel Wealth Advisors

Pacific Excel Wealth Advisors

(510) 217-8125

Pacific Excel Wealth Advisors

5 years in business
2413 Webb Ave. Suite B
Alameda, CA 94501-2922
Fax Numbers
  • (510) 227-5931
Additional Email Addresses
BBB File Opened: 03/28/2012
Business Started: 11/01/2011
Business Started Locally: 01/14/2012
Business Incorporated: 01/18/2012 in CA
Type of Entity
Business Management
  • Mr. Keith M. Oslie, Operations Manager
Business Category
  • Financial Planning Consultants
  • Insurance Services
  • Financial Services
  • Risk Management

Products & Services
we offer you the following services:

Retirement Income Strategies
Institutional Wealth Management
Life Insurance Strategies
Long-Term Care Planning
Medicare Planning
IRA, 403(b) & 401(k) Planning

In addition, we can refer you to professionals who provide the following services:

Asset Protection
Charitable Giving
Estate Planning
Service Area
This business service area covers the bay area., CALIFORNIA
Alternate Business Names
  • Pacific Excel Insurance Services
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
Number of Employees: 
Methods of Payment
  • Check or credit card
BBB accredited business



Family owned company founded in 2011, Pacific Excel Wealth Advisors, Inc. is an independent wealth management firm providing investment advisory services on a fee-only basis.  We focus on providing affluent families, corporate executives and entrepreneurs with customized investment plans and comprehensive wealth management services.  

Our Vision is to empower our clients to take control of their financial future.  

Our mission is to help people feel more confident about their retirement based on a full fiduciary disclosure and transparency.   

BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Business Profile

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
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BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for three years from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Pacific Excel Wealth Advisors

Pacific Excel Wealth Advisors


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