Forbes 2024 Best In State Financial Security Professional

This award is not issued by Guardian or its subsidiaries. The annual Forbes ranking of Best-In-State Financial Securities List 2024 is based on criteria developed and obtained by SHOOK Research, LLC.  No compensation was provided in connection with obtaining this rating; however, advisors may choose to pay fees to Forbes and Shook for premium listing features; including, usage rights of the ranking logo. Past performance is not an indication of future results.
Data provided by SHOOK® Research, LLC. Data as of 12/31/23.

Source: Forbes.com (July 2024).

Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Financial Security Professional (FSP) rankings, which are determined independently (see methodology). FSP refers to professionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses. Ranking algorithm is based on qualitative measures learned through telephone, virtual and in-person interviews to measure best practices. Also considered: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management, sales figures and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and audited performance reports are rare. Individuals must carefully choose the right FSP for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions intended to help individuals choose the right FSP and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Forbes Award

Pacific Advisors

The future is fundamentally unpredictable and our clients don't have the option to fail. I teach clients how to powerfully position their income and assets. The objective is to have the highest probability of the best possible outcome in any situation. 
*Please see disclosures below in next profile experience.

Financial Advisor

The Guardian Life Insurance Company of America

I teach financial representatives, on a national basis,  the use of The Living Balance Sheet®-Innovative thinking & advanced web technology to help their clients achieve financial balance

LBS Faculty Member

Play The Infinite Game Insurance Services

It takes uncommon strategies and practices to succeed in an uncommon way. Our clients are already uncommon. They are willing to think different, to think expansively without setting limits on what they can achieve. 

The future is fundamentally unpredictable and our clients don't have the option to fail. Our objective is to help them to protect all they've accomplished and the future that awaits from the many threats that exist in our financial system-inflation, taxes, law suits, fluctuations in financial markets, health changes and unexpected events.

Owner

Industry and Regulation Required Disclosures

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 2875 Michelle Dr. #110, Irvine, CA 92606, 909-399-1100. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Pacific Advisors is not an affiliate or subsidiary of PAS or Guardian.  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 U.S. Securities and Exchange Commission as a Registered Investment Advisor. CA Insurance License Number - 0605098. 
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.

(Note)

Clients have chosen to work with me since 1993 because of my genuine care for them and that I serve them with wisdom and integrity.

My passion is to help my clients experience a phenomenal financial future, craft and enjoy the masterpiece that's their life. 

Optimal financial wellness is the essential foundation  that makes that life become possible. 

I love photography. When I'm in photography mode, it makes me pause mentally. I see the world and the light differently and with greater appreciation. I enjoy snow skiing, golf, travel, wine tasting and a great day at the beach with my family.

I'm intrigued with new and valuable understandings and perspectives, especially when I can share them with family, friends, clients and colleagues.
/COMPLIANCE:2025-1235/

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