Jagdish (Jay) Sitlani
Pacific Point · San Diego, California
Jagdish (Jay) Sitlani is a fee-only financial advisor at Pacific Point in San Diego, California, who holds the CFA credential. Jagdish (Jay) focuses on tax planning, estate & legacy planning and sustainable & impact investing. Pacific Point reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Pacific Point |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $389.6M across 241 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA · CRD 4779731 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.pacificpoint.net |
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Questions about Jagdish (Jay)
Is Jagdish (Jay) Sitlani a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jagdish (Jay) holds no broker registration, and Pacific Point reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jagdish (Jay) charge for financial advice?
Jagdish (Jay)'s firm, Pacific Point, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jagdish (Jay) Sitlani based?
Jagdish (Jay) Sitlani is based in San Diego, California.
What does Jagdish (Jay) specialize in?
Jagdish (Jay)'s specialties include tax planning, estate & legacy planning and sustainable & impact investing. Jagdish (Jay) works with founders, ultra high net worth and multi-generational families.
What credentials does Jagdish (Jay) Sitlani hold?
Jagdish (Jay) Sitlani holds the CFA credential.
Is Jagdish (Jay) Sitlani registered with the SEC?
Yes. Jagdish (Jay) Sitlani is registered as an investment adviser representative in CA (CRD 4779731), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pacific Point manage?
Pacific Point reports $389.6M across 241 accounts in assets under management.
How do I contact Jagdish (Jay) Sitlani?
Through Jagdish (Jay)'s website, www.pacificpoint.net.
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 Point 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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