We’re proud to celebrate 28 incredible financial professionals from our Pacific Advisors community who have been recognized as Forbes "Best-in-State" Top Financial Security Professionals for 2024! ?? Your unwavering dedication and commitment to excellence continue to inspire us all. Thank you for making a difference in the lives of your clients and for representing the Pacific Advisors community with such distinction. Let’s give a huge round of applause to these amazing individuals! ???? Brandon Capps, CLU? Jeffrey W. Kirshner, CPA, PFS Michael Klarfeld, CLU?,ChFC? Patrick Hauge Alisa Le, CFP? Anjali Singh CFP? Anne Ding, CFP?, CPA, RICP? Bart Pearce, RICP?, LUTCF Bradly Stevens, LUTCF?, CLU?, ChFC?, WMCP?, CEPA?, CLTC? Brett Keener CFP? Chau Lai, CFP?, ChFC?, CLU?, RICP?, WMCP? Dave Parkes, CFP?, RICP? Elaine D. Ellis, RICP?, WMCP?, AAMS? Eric Post Gerald Lee J Scott Foster CFP? RICP? Jason G. Giorgio MBA CFP? CLU? Kevin Leon, WMCP? RICP? Kim "Mo" Mahoney, MBA, WMCP?, RICP?, CExP?, CEPA? Peyman Cohan, JD Rob Bukacek, RICP?CEPA? Ryan Brody, CFP?, RICP?, CEPA?, CLTC? Umang Patel, ChFC?, CEPA,CLTC? D. Jeffrey Waite Roy Rasera, ChFC?, CLU? Alex Collins, ChFC ?, CFP ? Justin Holley, WMCP? RICP? CLTC? Ryan Burklo, WMCP?, RICP? To learn more, visit: https://lnkd.in/gnGQWgmy #ForbesBestInState #TopFinancialProfessionals #CelebrateSuccess #ProudCommunity #AGoodLifeForTheRestOfYourLife #ACareerThatMatters
Pacific Advisors
金融服务
Irvine,CA 3,708 位关注者
Our mission is to help people financially produce and support a good life for the rest of their lives.
关于我们
Visit www.acareerthatmatters.com to learn about career opportunities with Pacific Advisors. Pacific Advisors LLC is an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 2875 Michelle Dr. Suite 110 Irvine, CA 92606, 909-399-1100. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America? (Guardian), New York, NY. Pacific Advisors LLC is not an affiliate or subsidiary of PAS. Insurance products offered through One Pacific Financial & Insurance Solutions LLC, DBA of Pacific Advisors LLC. Pacific Advisors LLC is not registered in any state or with the US Securities and Exchange Commission as a Registered Investment Advisor. CA Insurance License #0K12914. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof. 2024-170947 Exp 03/26.
- 网站
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https://www.pacificadvisors.com
Pacific Advisors的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- Irvine,CA
- 类型
- 私人持股
- 领域
- Insurance Services、Investment Services、Advanced Business Strategies和Wealth and Estate Planning
地点
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主要
2875 Michelle Dr.
Suite 110
US,CA,Irvine,92606
Pacific Advisors员工
动态
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Last week, our team had an incredible time learning and connecting in Dallas at TeamWorks! ?? #FlashbackFriday #TeamWorks2024 #Guardian #Dallas #Leadership #AGoodLifeForTheRestOfYourLife
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Life can bring the unexpected, but with the right planning, we’re better prepared for whatever comes our way. At Guardian's ADM, we learned how vital it is to protect against life’s uncertainties, especially for those affected by recent events. Here’s to supporting each other and building resilience together. ???? #ADM2024 #GuardianLife #FlashbackFriday
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We are honored to share this post from Guardian Life, highlighting Jose Molina’s inspiring journey. His commitment to breaking the cycle of financial hardship is a testament to the power of resilience and education. We are proud to work alongside professionals like Jose who continue to make a meaningful impact and empower others to build a brighter future.???? #FinancialLiteracy #Empowerment #AGoodLifefortheRestofYourLife
We asked our Financial Professionals what inspires the work they do. Jose Molina shared “the work I do is rooted deeply in my personal journey and heritage. I was born in Guatemala and raised in Beaverton, OR by a single mother. Growing up, I witnessed firsthand the challenges and injustices faced by my family, particularly in navigating financial matters due to a lack of knowledge and resources. I made a commitment to myself and my community to help break the cycle of financial hardship. I am inspired by the resilience and strength of the Hispanic community. I am driven by a desire to make a tangible difference, to educate and advocate for those who need it most. My heritage instills in me a sense of duty and pride to uplift others and create positive change. In essence, my work is a tribute to my roots and a testament to the belief that through knowledge and empowerment, we can build a brighter future for generations to come."
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Welcome to Pacific Advisors, Rafi Jaima! ?? We’re excited to introduce Rafi Jaima, whose passion for financial literacy and community empowerment drives his work. Originally from the island of Antigua, Rafi enjoys staying active with hiking, swimming, yoga, jiu-jitsu, and kickboxing. When he’s not supporting his son's love for soccer, he’s focused on helping others build a strong financial future. Rafi looks forward to elevating his community by promoting financial literacy and helping families achieve economic success. His goals include growing a thriving financial practice built on a brand that uplifts and educates—guided by the advice, "Never give up. The ones that succeed are the ones that show up day after day," Rafi is committed to making a meaningful impact. Welcome aboard, Rafi! We’re excited to see the great work you’ll accomplish. #NewTeamMember #Welcome #AGoodLifefortheRestofYourLife
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Welcome aboard, Shawn Witham! ??
Welcome to One Pacific, Shawn Witham! ?? We’re excited to introduce Shawn Witham, whose love for family, faith, and the outdoors shapes his approach to life and work. Shawn aims to help 200 families and 50 local businesses achieve clarity through strategic financial planning. Guided by the advice, "Don’t be afraid of growing slowly, be afraid of standing still," Shawn looks forward to making a meaningful impact in the lives of those he works with. Welcome aboard, Shawn! We look forward to seeing the difference you’ll make.? #NewTeamMember #Welcome #AGoodLifeForTheRestofYourLife #ACareerThatMatters
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Welcome aboard, Taylor Castle!
Welcome to One Pacific, Taylor Castle! ?? We’re excited to introduce Taylor Castle, who brings passion and a hands-on approach to our team. Taylor is an outdoor enthusiast who enjoys adventuring with his two boys, golfing, fishing, and playing or coaching hockey. A DIYer, he loves learning new skills and working with his hands. Inspired by the quote, "Being realistic is the most commonly traveled road to mediocrity," Taylor is driven to always push beyond his comfort zone in life and work. He’s eager to help clients reach key milestones and create a lasting impact on their financial futures. His goals include becoming a top specialist and a trusted financial professional at One Pacific Financial. Welcome aboard, Taylor! We're excited to see all you'll achieve. #NewTeamMember #Welcome #AGoodLifeForTheRestofYourLife #ACareerThatMatters
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Welcome, Karen Lee!
Welcome to One Pacific,?Karen Lee! We're?excited to introduce Karen Lee, who brings a passion for exploration and a commitment to helping families achieve financial freedom.?Karen's?hobbies—traveling, reading, dining out, and prototyping new ideas—reflect her passion for exploring new experiences and perspectives. She is eager to become an expert in tax strategies, financial planning, and family protection. For Karen, the most rewarding part of this career is building lasting relationships with her clients and prioritizing their well-being. Welcome aboard, Karen!
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This Life Insurance Awareness Month, prepare for the unexpected today, so your family can thrive tomorrow! ?? #LIAM #LifeInsurance #AGoodLifeForTheRestofYourLife?
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Wrapping up a summer full of growth, connection, and sun-soaked moments at Pacific Advisors! ?? Thank you all for your hard work, dedication, and for making this summer one to remember! Let's carry this energy into the seasons ahead! ?? #PacificAdvisors #Summer2024 #AGoodLifeForTheRestofYourLife?