Melanie Perry | Pacific Advisors

Melanie Perry

Financial Representative

323-258-5053

Over the past decade in the financial planning industry she acquired a satisfied clientele. Melanie has partnered with Pacific Advisors where she specializes in tax efficient strategies that increase wealth and establish legacies. She has helped numerous people retire comfortable, have adequate funds to send children to college and protect families from financial ruin.

Commitment to Education

Melanie D. Perry graduated from University of California at San Diego with a Bachelors of Science degree in Quantitative Economics. Upon graduation she decided to enter the field of Financial Planning. She has aquired the series 7, 63 and 65 as well as her life insurance licenses and Melanie is a CERTIFIED FINANCIAL PLANNER TM candidate.

Specialization

Melanie is committed to educating people on financial matters conducting numerous seminars and workshops for professional organizations, Churches, sororities, real-estate firms, and women’s organization’s throughout the nation. She even hosted her very own radio show entitled Getting Your Financial House in Order. In addition, Melanie has authored All About the Benjamins: Helping People Create Wealth in the Midst of Financial Insanity. Her ambition is to reach out and share her proficient financial knowledge to a broader audience to lead people to wealth by awakening the desire to truly live an abundant life, NOW.

Neither Park Avenue Securities, Guardian, nor their representatives render legal or tax advice. Please consult with your attorney, accountant, and/or tax advisor for advice concerning your particular circumstances.

Melanie Perry, Registered Representative of Park Avenue Securities, LLC (PAS), 1550 W. Colorado Blvd., Pasadena, CA 91105, 1.323.255.8800. Securities products and services are offered through PAS, a registered broker/dealer. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY PAS is an indirect, wholly owned subsidiary of Guardian. Pacific Advisors, Inc. is not an affiliate or subsidiary of PAS or Guardian. Insurance Products offered through Pacific Regional Insurance Services, a DBA of Pacific Advisors, Inc. Pacific Advisors, Inc. is not an independent registered investment advisor.
PAS is a member of FINRA/SIPC.

California Insurance License #0C86870; Licensed in California.

Gear #:

2010-2950

Learn More

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“Wealth is the ability to fully experience life.”
—Henry David Thoreau

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Pacific Advisors, Inc. offers securities products and services through Park Avenue Securities LLC (PAS) 1550 West Colorado Boulevard, Pasadena, CA 91105, (323) 255-8800 / (323) 982-4100. Financial Representative, The Guardian Life Insurance Company of America, New York, NY. PAS is an indirect wholly-owned subsidiary of The Guardian Life Insurance Company of America (Guardian), New York, NY.

PAS is a member of FINRA/SIPC.

Pacific Advisors is not an affiliate or subsidiary of PAS or Guardian. Pacific Advisors, Inc. is not an independent registered investment advisor.

The Living Balance Sheet ® and the Living Balance Sheet ® Logo are registered service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. The graphics used herein are the exclusive property of Guardian and protected under U.S. and International copyright laws. ©: Copyright 2005-2012, The Guardian Life Insurance Company of America.

Links to other sites are for your convenience in locating related information and services. This Agency, The Guardian Life Insurance Company of America (Guardian) and Park Avenue Securities, LLC (PAS) do not maintain these other sites and have no control over the organizations that maintain the sites or the information, products or services these organizations provide. Although this Agency, Guardian and PAS believe that the information from these organizations is reliable, we cannot guarantee its completeness or suitability for any purpose. Accordingly, this Agency, Guardian and PAS expressly disclaim any responsibility for the content, the accuracy of the information or the quality of products or services provided by the organizations that maintain these sites. This Agency, Guardian and PAS do not recommend or endorse these organizations or their products or services in any way. Neither Park Avenue Securities, Guardian, nor their representatives render legal or tax advice. Please consult with your attorney, accountant, and/or tax advisor for advice concerning your particular circumstances. GEAR #2008-4224

The Information on this site is intended for the residents of CA. The financial representatives of Pacific Advisors are not licensed to sell insurance in all 50 states. To find out if an agent is licensed in your state, please contact Dawn Buirley at 1-800-399-3331.

California Insurance License #0C01317