Pacific Excel Wealth Advisors

09/03/2026

We are thrilled to extend a warm and professional welcome to the newest members of the Pacific Excel family! Their expertise and dedication will be invaluable as we continue to grow and protect your wealth through our relationship-based planning approach.

Ripple Leung and Max Balbin will join us as Wealth Managers, bringing a wealth of experience in financial planning and investment strategies. Ron Richard will be joining us as a Client Service Associate, ensuring our clients receive exceptional support and seamless service.

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08/19/2026

The U.S. midterm elections have remained in the background for markets but are likely to move back into focus. Midterm elections have historically increased market uncertainty leading up to Election Day. Over time, economic fundamentals—not political headlines—have mattered most.

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Email from Pacific Excel Enjoy the 2 minute read!     Pacific Excel Wealth Advisors Our Website We help medical professionals, corporate employees and business owners optimize complex compensation and

07/30/2026

Thank you for joining us yesterday at our lunch and learn in downtown Walnut Creek. In case you missed anything, we've attached the slides from the presentation (please click on image below).

1) Life Milestones

2) Market outlook (brought to you by Investment Manager First Trust)

Feel free to contact us with any questions you may have.

Best regards,

Your Pacific Excel team

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Email from Pacific Excel   2026 Q2 market recap and outlook Good afternoon everyone, Thank you for joining us yesterday at our lunch and learn in downtown Walnut Creek. In case you missed anything, we

07/15/2026

The first half of 2026 challenged investors with geopolitical tensions, evolving rate expectations, and shifting market leadership.

Take a deep dive Beyond the Numbers with AssetMark Chief Market Strategist Kezia Samuel as we recap market performance, unpack the key drivers of returns, and explore what it could mean for the months ahead.

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Email from Pacific Excel   2026 Q2 market recap and outlook Good afternoon, Hope everyone is enjoying their summer and all that this season has to offer. Please click video below for a 4 minute and 29

05/10/2026

We wish all the mothers out there a Happy Mother's Day this Sunday, May 10th. Pacific Excel acknowledges the incredible role of mothers and motherly figures.

Mother's Day is an opportunity to honor all those who embody the spirit of motherhood in our lives. Moms enhance our world with their love, guidance, and unwavering support. It's the perfect time to let the mothers in your life know how much you value their care and wisdom.

For those who nurture, protect, and inspire us, our love extends beyond just one day. If you're remembering a special person today, may your heart be filled with joyful memories.

Wishing you a lovely Mother's Day!

Your Pacific Excel Team

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Email from Pacific Excel Our best wishes to all mothers!   Happy Mother's Day! We wish all the mothers out there a Happy Mother's Day this Sunday, May 10th. Pacific Excel acknowledges the incredible r

05/02/2026

Hi everyone!

For a video recap of the 2026 Q1 and market outlook, please click below for a 10-minute update from Wealth Manager, Nathan Sadowski and research and investment team at AssetMark.

Best regards,

Your Pacific Excel team

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Email from Pacific Excel   2026 Q1 market recap and outlook Good afternoon everyone, Thank you for joining us Wednesday at our lunch and learn in downtown Walnut Creek. In case you missed anything, we

04/07/2026

Rising oil risks may pressure consumers and spark volatility, but history points to short-lived market reactions. Watch AssetMark CIO, Christian Chan, discuss keeping clients focused on long-term plans, not headlines, as geopolitical uncertainty unfolds.

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Email from Pacific Excel   2-Minute CIO Update: Investing Through War Good afternoon everyone, Lots of headline news regarding Iran. Rising oil risks may pressure consumers and spark volatility, but h

03/06/2026

Good afternoon everyone,

Following U.S. strikes on Iran, oil is the main economic risk. While short-term volatility may rise, history shows conflicts often trigger temporary swings. Learn what this means for the economy in this month’s 2-Minute CIO Update.

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Email from Pacific Excel   2-Minute CIO Update: Iran Conflict (March 2026) Good afternoon everyone, Following U.S. strikes on Iran, oil is the main economic risk. While short-term volatility may rise,

03/02/2026

Keeping a Long-term Perspective on Events in Iran!

Key Takeaways

o The US and Israel launched a joint attack on Iran, killing Iranian Supreme Leader Ayatollah Ali Khamenei Iran responded with a wave of strikes across the Middle East.

o The most direct economic impact of the attack is likely higher oil prices, which will be a headwind for global economic growth.

o While we expect a period of heightened volatility, we remind investors that long-term investment plans often incorporate decades of market history, which include periods like this one.

o We encourage investors to remain focused on their long-term investment objectives.

Email from Pacific Excel Enjoy the 2 minute read!   Keeping a Long-term Perspective on Events in Iran Key Takeaways o The US and Israel launched a joint attack on Iran, killing Iranian Supreme Leader

02/27/2026

Tax Planning vs. Tax Preparation: They're not the Same Thing

Email from Pacific Excel   Tax Planning vs. Tax Preparation: They're Not the Same Thing Dear Valued Client, Many people think about taxes once a year — when April rolls around and it's time to file. B