AdFi
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Ariana Justine McDonald

Investment Adviser Representative at Pacific Financial Strategies, Inc

Frazier Park, CACRD #6377085Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
8 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Ariana Justine McDonald is an investment adviser representative with Pacific Financial Strategies, Inc in Frazier Park, CA, where they have been registered since 2023. They have worked in the securities industry since 2018 and were previously registered with C 3 Financial Strategies. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in California.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
California

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 6/29/2017

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Pacific Financial Strategies, IncCurrent
4/20/2023 – Frazier Park, CA
C 3 Financial Strategies
6/29/2017 – 5/5/2022Newbury Park, CA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Pacific Financial Strategies
    Jan 2016 – Jan 2017Thousand Oaks, CA
  2. C 3 Financial Strategies
    Jan 2017 – May 2022Newbury Park, CA
  3. Bakersfield Family Chiropractic
    May 2021 – no end date reportedBakersfield, CA
  4. Pacific Financial Strategies
    Apr 2023 – no end date reportedThousand Oaks, CA
  5. Cendecon
    May 2020 – Mar 2021Los Angeles, CA

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Pacific Financial Strategies, Inc

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Other
Firm's annual rate schedule by assets
  • $0 - $249,999.991.45%
  • $250,000 - $499,999.991.25%
  • $500,000 - $749,999.991.00%
  • $750,000 - $999,999.990.90%

+3 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net Worth

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
3
Offices listed on AdvisorFinder:
2
Main office:
Thousand Oaks, CA
SEC file number:
801-70849

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of June 24, 2026

View full firm profile

Other advisors at Pacific Financial Strategies, Inc

2 other advisors in the directory

View Pacific Financial Strategies, Inc firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Ariana Justine McDonald has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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