WJ Pacheco Wealth Management

WJ Pacheco Wealth Management "Financial Planning Tailored Around You" By developing a personal relationships we can get a thorough understanding our client’s goals and financial situation.

We specialize in working with individuals and small business owners to pursue building wealth by creating personalized financial strategies. This personal knowledge along with cutting edge financial planning software allows our advisors to provide professional guidance when it comes to creating and implementing your personalized plan. Our goal is to develop a plan that creates financial freedom so

you can live your life how you want, where you want. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. www.wjpachecowealth.com
William Pacheco is a registered representative with, and securities and financial planning offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. www.FINRA.com and www.SIPC.com . Third party posts found on this profile do not reflect the views of LPL financial and have not been reviewed by LPL Financial as to accuracy or completeness.

06/03/2026
June is National Homeownership Month—a time to recognize what homeownership means to millions of Americans.It's more tha...
06/03/2026

June is National Homeownership Month—a time to recognize what homeownership means to millions of Americans.

It's more than a roof and four walls. For many families, it's where milestones happen. First steps, first dinners around your own table, the feeling of pulling into a driveway that's yours.

According to a 2025 Coldwell Banker survey, 85% of Americans still consider owning a home a key part of the American Dream.

That says something.

Whether you've owned for decades or you're still working toward it, this month is about honoring that aspiration and the meaning behind it. 🏡



Sources:
ColdwellBanker.com, November 10, 2025
Realtor.com, December 29, 2025

When was the last time you paid yourself first?
06/03/2026

When was the last time you paid yourself first?

It sounds simple, but paying yourself first can really pay off.

Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lo...
06/02/2026

Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lost, stolen, or damaged card. Read more here:

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.

If you or someone in your family is still in school—or heading back in the fall—now is the time to make sure your FAFSA ...
06/01/2026

If you or someone in your family is still in school—or heading back in the fall—now is the time to make sure your FAFSA form is in.

A few things worth knowing:
⏰ The federal deadline is June 30. State and school deadlines are often earlier.
⏰ Many types of aid are first-come, first-served. Waiting could cost money.
⏰ You can make corrections after submission, but the form needs to be in first.

Don't let a deadline get in the way of money that's already available to you.

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing yo...
06/01/2026

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Here’s a look at what goes into creating a \$20 bill and what determines when a bill’s lifespan ends.
05/31/2026

Here’s a look at what goes into creating a \$20 bill and what determines when a bill’s lifespan ends.

How long does a $20 bill last?

Address

850 Iron Point Road, Ste 140
Folsom, CA
95630

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+19168500089

Website

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