Denisse Arebalo
Pacific Canyon Investments · Lemon Grove, California
Denisse Arebalo is a fee-only financial advisor at Pacific Canyon Investments in Lemon Grove, California. Denisse focuses on equity compensation, retirement planning and physicians & residents. Pacific Canyon Investments reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- High earners
- Physicians
Facts
| Firm | Pacific Canyon Investments |
|---|---|
| Based in | Lemon Grove, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $14.5M across 77 accounts |
| SEC registration | Investment adviser representative in AZ, CA · CRD 6979696 |
| Exams passed | Series 66 (2018) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | pacificcanyoninvestments.com |
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Questions about Denisse
Is Denisse Arebalo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Denisse holds no broker registration, and Pacific Canyon Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Denisse charge for financial advice?
Denisse's firm, Pacific Canyon Investments, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Denisse Arebalo based?
Denisse Arebalo is based in Lemon Grove, California.
What does Denisse specialize in?
Denisse's specialties include equity compensation, retirement planning, physicians & residents, sustainable & impact investing, student loans and family wealth transfer. Denisse works with high earners and physicians.
Is Denisse Arebalo registered with the SEC?
Yes. Denisse Arebalo is registered as an investment adviser representative in AZ and CA (CRD 6979696), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pacific Canyon Investments manage?
Pacific Canyon Investments reports $14.5M across 77 accounts in assets under management.
How do I contact Denisse Arebalo?
Through Denisse's website, pacificcanyoninvestments.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Pacific Canyon Investments website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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