*** Set your appointment now! ***

About Pacific American Advisors
Our People
General Retirement Information
The Pacific American Retirement and Financial Planning Analyzer

About Pacific American Advisors

Pacific American Advisors is a partner company of Pacific American Securities and a wholly owned subsidiary of the Pacific American Services Group with offices in San Diego, California. Pacific American Advisors employs an experienced team of certified public accountants, enrolled agents, business managers and bookkeepers in order to provide a full range of quality business and personal management services designed to meet the unique needs and specific requirements of four key groups of clients:

  • Employees, agents and customers of The First American Corporation
  • High-net worth individuals and families
  • Entertainers and professional athletes
  • Owners of closely held corporations and businesses

The experts at Pacific American Advisors can provide all clients with effective and intelligent retirement and financial planning services, business management services, and a wide range of tax planning and preparation services.

Lawrence Lichter

Lawrence Lichter brings more than twenty five years of experience in public accounting and financial services to his current role as President of Pacific American Advisors and Chief Financial Officer for Pacific American Services Group. Lawrence is a graduate of California State University at Northridge with a degree in Accounting and Business Administration, a Certified Public Accountant (CPA), and he has served on the Technical Review Panel of the California State Board of Accountancy. In 1991 he gave up a prime position with a prominent accounting firm, catering primarily to high net-worth individuals in the entertainment industry, to form his own Los Angeles-based accounting and consulting business.

In December 1999 Lawrence joined Pacific American Advisors and brought with him a team of highly technical and well respected professionals and a loyal base of clients. "We have formed a cohesive team of financial services companies that will allow all of our clients to obtain the finest service all in one location", states Lawrence.

Today Lawrence also serves as a Director and Audit Committee Chairperson of New Medium Enterprises, Inc. and as an Officer of Yarraman Winery, Inc., both publicly traded companies in the United States.

Dan Cleaves
Vice President, Tax Department

Mr. Cleaves is an Enrolled Agent and Vice President in the tax department of Pacific American Advisors, LLC. His duties consist of managing the prepartation of the firm's fiduciary tax returns and individual tax returns.

He was previously a manager in the trust tax department for KPMG LLP where he managed an account load of more than 500 individual tax returns for bank trust clients.

Mr. Cleaves also was an assistant Vice President in the Trust Tax Department of Wells Fargo Bank, First Interstate Bank, and San Diego Trust & Savings Bank. Prior to joining San Diego Trust & Savings, he spent six years with California First Bank as an internal administrative audit officer as well as a trust audit officer.

He holds a Bachelor of Science degree in Accounting from San Diego State University.

Mr. Cleaves served six years in the U.S. Navy and was a Navy recruiter during his enlistment.

Mr. Cleaves is an active member of the San Diego Downtown Rotary Club where he has held the position of Community Services Chairman.

John F. Kelley, CPA
Tax Manager

John F. Kelley is a Certified Public Accountant (CPA) and Tax Manager of Pacific American Advisors, LLC. He brings several years of tax experience with him, specializing in business entities. John recently moved to San Diego from Chicago where he worked for one of the five largest public accounting firms. John is a graduate of Indiana University's Kelley School of Business with Bachelor of Science degrees in Accounting and Finance.

Contact Us
Pacific American Advisors
9191 Towne Centre Drive
Suite 406 San Diego, CA 92122
Telephone: 858-320-2850
Toll Free: 800-869-9744
Fax: 858-320-2828
E-mail: [email protected]

Copyright © 2008, Pacific American Advisors, LLC., All Rights Reserved