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- Custodian
- Ameritas · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Radial
- Established Date
- 11-12-2002
- Office Locations
- 1
Office Locations
About Pacific Park Financial, Inc.
Pacific Park Financial is a fee-only RIA in Laguna Hills, CA providing active portfolio management and financial planning for individuals (including retirees and entrepreneurs). The firm emphasizes risk management—accepting small losses to avoid catastrophic drawdowns—and builds proprietary custom indexes, including Sharpe Equity Indexes using smart-beta allocations via ETFs and individual stocks. Custody includes Charles Schwab.
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Owner & Executives
GARY AIREN GORDON
Certified Financial Planner, President, Secretary
- CRD
- #4572155
- Ownership
- 75% or more
ROBERT ALLEN CHARETTE
Chief Compliance Officer, Vice President
- CRD
- --
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $218,889,554 | $363,604 |
| Non-Discretionary | $2,720,806 | $2,720,806 |
| Total | $221,610,360 | $367,513 |
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Separately Managed Accounts
Total SMA Asset: $221,610,360
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $292,905,813 | 7.0% |
| U.S. Government/Agency | $807,583,170 | 19.3% |
| Corporate - Investment Grade | $263,615,232 | 6.3% |
| Equity - Exchange | $778,292,588 | 18.6% |
| Cash | $937,298,601 | 22.4% |
| Private Funds | $1,104,673,350 | 26.4% |
| Total | $4,184,368,754 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| GLACIER LEGACY INSIGHT | RIDGE VITAL | 6AOE7JO0B | OXJ | 10.73% | $81,932,261 |
| CAPITAL MOMENTUM PRIME | WAVE DELTA | HID47Y8CZ | IUPAL | 7.27% | $78,177,124 |
| SIGNAL UNISON | LEGACY GLACIER | HCG0ZIYJM | HHIJR | 2.09% | $27,647,447 |
| MATRIX GLACIER | ATLAS BRIDGE | UNE4E7DEL | QMO | 3.97% | $38,651,084 |
| CATALYST SIGNAL ZENITH | VALUE EAGLE | PTAQ6JZ6P | PJDLP | 11.83% | $102,497,971 |
| OAK OAK FRONTIER | BRIDGE OAK | 8HMPWYMW2 | CBSKK | 12.06% | $61,904,613 |
| OAK HORIZON TIMBER | EAGLE PATHWAY | T4EB7C3NX | YYU | 3.43% | $1,958,349 |
| EAGLE SUMMIT | MERIDIAN HARBOR | KTUNT7H1H | CMRO | 2.83% | $61,480,525 |