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
Financial Services
Irvine, CA 3,627 followers
Our mission is to help people financially produce and support a good life for the rest of their lives.
About us
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.
- Website
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http://www.pacificadvisors.com
External link for Pacific Advisors
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Irvine, CA
- Type
- Privately Held
- Specialties
- Insurance Services, Investment Services, Advanced Business Strategies, and Wealth and Estate Planning
Locations
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Primary
Get directions
2875 Michelle Dr.
Suite 110
Irvine, CA 92606, US
Employees at Pacific Advisors
Updates
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Welcome, Zach Valdespino!
Welcome to One Pacific, Zach Valdespino! We're excited to introduce Zach Valdespino, who brings a wealth of passion and dedication to our team. Zach enjoys hiking, surfing, baseball, traveling, and philanthropic activities. Inspired by Napoleon Hill's quote, "Whatever the mind of man can conceive and believe, it can achieve," Zach looks forward to living this mantra by growing client portfolios and increasing assets under management to $100 million. His goals with One Pacific Financial include reaching $1 million in life cases and winning company-sponsored trips! For Zach, the best part of this career is helping clients achieve their financial goals. Welcome aboard, Zach! #NewTeamMember #Welcome #AGoodLifeForTheRestOfYourLife #ACareerThatMatters
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Congratulations to Ryan Burklo, WMCP®, RICP® for being recognized as a Forbes "Best-in-State" Top Financial Security Professional for 2024!
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Congratulations to Justin Holley, WMCP® RICP® CLTC® for being recognized as a Forbes "Best-in-State" Top Financial Security Professional for 2024!
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Congratulations to Alex Collins, ChFC ®, CFP ® for being recognized as a Forbes "Best-in-State" Top Financial Security Professional for 2024!
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Congratulations to Roy Rasera, ChFC®, CLU® for being recognized as a Forbes "Best-in-State" Top Financial Security Professional for 2024!
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Congratulations to D. Jeffrey Waite for being recognized as a Forbes "Best-in-State" Top Financial Security Professional for 2024!
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Congratulations to Umang Patel, ChFC®, CEPA,CLTC® for being recognized as a Forbes "Best-in-State" Top Financial Security Professional for 2024!
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Congratulations to Ryan Brody, CFP®, RICP®, CEPA®, CLTC® for being recognized as a Forbes "Best-in-State" Top Financial Security Professional for 2024!
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Congratulations to Rob Bukacek, RICP®CEPA® for being recognized as a Forbes "Best-in-State" Top Financial Security Professional for 2024!
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