Rodney D. Dir, President
As president of Pacific Capital Strategies, Rodney Dir provides corporate leadership and vision to the organization. Since 1985, Rod has specialized in comprehensive financial consulting for corporations, agricultural businesses, family farms and affluent individuals. He focuses on asset protection, wealth management, retirement and business planning, and advanced estate and charitable planning for the ultra affluent. Rod is a member of the Tulare-Kings Counties Estate Planning Council. He is also a member of the Estate Advisory Group, an advanced estate and charitable planning organization.
Since entering the industry, Rod has been involved in every aspect of financial planning. In the past, this has included raising venture capital for companies, as well as assisting in their ongoing management. In addition, he has helped many individuals with their business plans and with organizing, consulting, and investing in numerous private and pre-IPO companies.
Rod has served on the advisory boards of several institutions and has worked with their product development departments in assisting with the design of cutting-edge products for the financial services marketplace. As a frequent speaker, he has been instrumental in educating school, business, peers and professional groups regarding various investment, asset protection, charitable and estate planning-related topics. His speaking engagements have taken him across the United States as well as international engagements in Italy, Spain, and Switzerland.
Rod is a registered representative and investment adviser representative of M Holdings Securities, Inc, Member FINRA. He holds FINRA Series 7 and 63 securities licenses and has also obtained his variable contracts licenses. Rod is a licensed independent insurance agent with the State of California. CA license # 0717452.
Rod is also the Founder and President of the Rodney D. Dir/Pacific Capital Foundation. The Foundation is a charitable organization that supports the less fortunate in our local communities.
On a more personal note, Rod is an active community volunteer who values family and friends. He has served on the boards of—and actively supports—several local charities. Rod spent seven years as a volunteer leader for a national high school youth organization. He also enjoys outdoor sports, skydiving, and has been involved with competitive martial arts for the past 18 years.
Rod’s wife, Lori, is a small-animal Veterinarian and enjoys competitive equine events. They benefit from traveling, forging new friendships and seeking personal growth opportunities around the world.