Contact Us
Explore the Pacific Funds resources to help support your business or answer questions you may have.
Customer Service
Contact the Customer Service Team for:
- Application with Payments and Other Correspondence by Mail
- Wire Instructions
- Website Comments
- General Inquiries
Get in contact with your specific:
- Field Wholesaler
- Internal Wholesaler
- Operations Account Manager
The Retirement Strategies Group can provide support to field wholesalers and representatives with:
- Complex Tax Issues
- Estate Planning
- Charitable Giving Strategies
- College Savings
- Retirement Planning
For RIAs: Contact your Client Portfolio Manager
| Western Region | Eastern Region |
|---|---|
| Peter Farmer, CFA, CIMA | Matt Trimble, CAIA |
| (949) 239-4720 | (267) 581-5055 |
| Peter.Farmer@PacificFunds.com | Matthew.Trimble@PacificFunds.com |
