David is the Chief Executive Officer of The Pacific Group. He oversees all aspects of the firm’s operations. Prior to The Pacific Group, David worked as a Wall Street Investment Banker with Wasserstein Perella & Co. and Salomon Smith Barney. There, he executed over $100 billion in complex merger & acquisition and corporate finance transactions for some of the world’s largest companies. His client base included Aetna US Healthcare, Magellan Healthcare, Allegiance Corp., HealthSouth, MedPartners, Snapple, Interpool Inc., Indigo Aviation, American TransAir, and BlueCross/BlueShields of California, Kansas City & Missouri. Prior to investment banking, David worked as a Certified Public Accountant. David attended Harvard Business School where he graduated with an MBA. CA Insurance Lic. # 0D59416
Evan Barrett, CFP®, ChFC®, CLU®
Evan is the Vice President of The Pacific Group. He focuses on working with high net worth individuals, families, and multi-generational family units. Evan’s team works hand in hand with the clients’ CPA, attorney, family office and other client advisors to create customized financial structures and processes to help his client work towards achieving their overall financial and estate planning objectives. The team focuses on retirement income and risk management. The teams’ focus also includes estate planning with an emphasis on wealth transfer and tax efficient strategies. Evan is originally from New Jersey, and attended Johns Hopkins University where he graduated with a Bachelor of Art’s Degree in Political Science and Psychology. He has earned professional certification designations of CFP® (Certified Financial Professional™), ChFC (Chartered Financial Consultant), and CLU (Charted Life Underwriter). He has been awarded the title of Retirement Planning Specialist by AXA Advisors, LLC, based on having earned a Certificate of Retirement Planning from the Wharton School at the University of Pennsylvania. CA Insurance Lic. #0G12910
Kimberly assists in overseeing the day to day administrative and operational functions of The Pacific Group, including maintaining client communication for the firm. Prior to The Pacific Group, she served for more than 5 years as a Unit Administrator to the 311th Expeditionary Statement Command Army Reserve Unit, and served as an Army Reserve Soldier for 11 years; completing on tour in Iraq and holding the Rank of a Sergeant. Kimberly was born and raised in Los Angeles, California and graduated with an Associate’s Degree from Los Angeles Pierce College in Woodland Hills. Kimberly enjoys spending time with her daughter Kelsey and Husband Jeff, as well as volunteering her time with her Local Army Reserve Units Family Readiness Group.
Nicole serves as the Executive Assistant to David Adefeso and helps oversee the administrative operations for The Pacific Group. Prior to The Pacific Group, Nicole spent the majority of her career as the operations manager at a sustainable surfacing company. As operations manager, Nicole oversaw and managed complex construction projects. She currently lives in Santa Monica, CA and enjoys spending her free time outside, whether hiking the Santa Monica mountains or playing volleyball on the beach with friends.
Nelson assists in overseeing the day to day administrative and operational functions of The Pacific Group, including maintaining client communications for the firm. With 4 years of experience within the financial services industry, Nelson joined The Pacific Group from JP Morgan Chase. Nelson enjoys visiting local modern art museums and traveling to new places. He maintains a fit lifestyle and is currently further pursuing his education advancement at the California State University of Northridge. Nelson is a native of Los Angeles, California.
Tim is a Vice President of The Pacific Group. He focuses on wealth management for high net worth individuals and their businesses. His experience includes asset accumulation and protection, qualified plan and 401(k) management, income distribution, and estate and generational wealth transfer. Prior to his career at The Pacific Group, Tim served as a sergeant in the United States Marine Corps for five years. Tim graduated cum laude from Texas Christian University with a Bachelors of Art’s Degree in Entrepreneurial Management.
Robert Hunter, CFP®, MSBA
Robert is a Senior Associate of The Pacific Group. With over twenty two years of experience in the financial services industry, Robert focuses on developing and executing tailored wealth management and preservation strategies for trusts, foundations, private enterprises and high net worth individuals. His areas of concentration include investment planning, estate planning strategies, retirement planning, tax-advantaged investing, and risk management. Prior to The Pacific Group, Robert worked at Ernst & Young. He also served as an Adjunct Professor in the MBA / Certificate in Financial Planning Program at Cal Lutheran University and as a financial education instructor for the San Diego Chargers’ rookie players in connection with the annual mandatory NFL Life Skills Training program. Robert received his MSBA in Financial and Tax Planning from San Diego State University and his BS in Finance from Arizona State University. He has earned the professional certification of CFP® (CERTIFIED FINANCIAL PLANNER™ professional). CA Insurance Lic. # 0B08235
Evan Press, CFP®
Evan is the Executive Vice President of The Pacific Group. With over 15 years of experience in the financial services industry, he focuses on asset management, wealth transfer and risk management. He also works within the nonprofit marketplace including public and private foundations, governmental agencies, the public school systems, and 501(c)(3) organizations. Raised in Northridge, CA, Evan graduated from California State University of Northridge in 2002 with a Bachelors of Science in Business Management and has been awarded the title of Retirement Planning Specialist by AXA Advisors, LLC based on his having earned a Certificate in Retirement Planning from Wharton School at the University of Pennsylvania. He currently resides in Porter Ranch with his wife Jennifer, daughter Sarah and son Dylan. CA Insurance Lic. #0D97736
Andrew Ziskin, CFP®, ChFC®, CLU®
Andrew is the President and Chief Operating Officer of The Pacific Group and has over 17 years of experience in the financial services industry. In addition to managing the day to day operations of the firm, he focuses in the areas of strategic investing and risk management. He also oversees the firms Trusted Advisors program, which works closely with accountants and clients’ other financial professionals to design and implement unique strategic alternatives for clients. Prior to joining The Pacific Group, Andrew was a Senior Vice President and Branch Manager of AXA Advisors. He also served as the Managing Partner of the business Strategies Group of Southern California, a division of AXA Advisors, LLC, which helps business owners protect, preserve and pursue tax-efficient value-add structures within their businesses. Andrew received a Bachelor of Science in Business Administration with a major in Accounting from San Diego State University. He is active in numerous local and national charities. CA Insurance Lic. # 0C38536