FINANCIAL ADVISOR
EXECUTIVE DIRECTOR-INVESTMENTS
As a Co-Founding Partner of The Pacific Group, Robert “Bob” Rosenstock, leads with vision and intention, ensuring that every decision reflects a steadfast commitment to financial stewardship and long-term prosperity for our clients.
Bob’s work extends beyond numbers. It is about people. He thrives at the intersection of strategy and humanity, working closely with entrepreneurs, founders, and high-net-worth families. His role is not just to manage wealth but to help clients navigate life’s pivotal moments, including liquidity events, wealth transitions, and inheritance planning.
Bob’s approach is deeply personal, shaped by experience, and driven by the belief that financial success is most meaningful when it serves a greater purpose. He does not just provide investment expertise. He offers clarity, stability, and collaboration, guiding clients with confidence through every stage of their financial journey.
CLIENT SERVICE ASSOCIATE
Clarice is a Client Service Associate who plays a key role in supporting the team’s business administration and managing client records. She ensures that all necessary documents are organized, accurate, and up to date, enabling the team to operate efficiently.
Dedicated to fostering strong relationships, Clarice brings an enthusiastic and proactive approach to her work. Her commitment to excellence and personalized care is evident in her ability to consistently meet and exceed expectations. With a talent for adapting to the ever-evolving financial landscape, Clarice is an invaluable asset, delivering exceptional support and contributing to a seamless client experience.