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Pacific Point
Created by Investors, for Investors | Pacific Point
★ CFA★ CPA 📍 Rancho Santa Fe, CA
Visit website ↗ pacificpoint.net
About
Pacific Point is a wealth management firm founded by Jay Winship and Mike Licosati, aiming to redefine the client experience with a fully integrated investment, tax, and estate planning approach. The founders have invested billions for institutional clients and wealthy individuals, emphasizing investment performance, risk management, transparency, and access to proprietary ideas.
At a glance
Serves Rancho Santa Fe, CA
✓ Licence verified — CA
registry, no. 8367 Built from the firm's public website · last checked Aug 2026 Work here? Claim this profile