Wealth Strategies and Specialties

Andrea Schaffer serves clients nationwide with Pacific Advisors, a financial services firm with offices throughout California, Nevada, Oregon, Washington, Arizona, and Idaho. She specializes in complex strategies for professionals, business owners, and people with significant legacy and estate concerns. Andrea is a published commentator and consummate educator, leading clients and advisors through complex financial concerns. Her coordinated asset strategies include tax alpha and tax offset strategies, asset protection, executive benefits, enterprise operation optimization, business succession, and advanced charitable and investment planning. She helps create custom, optimized financial strategies that indemnify clients’ overall financial state of affairs by way of coordinated asset strategies.

Client Experiences

Working with Andrea means personal care and custom-designed strategies, applied to a holistic analysis of your entire financial picture. Together you’ll create a simplified step-by-step action prioritization plan, and she will work with allied advisors to implement your chosen strategies. Andrea’s responsive strategies are crafted to include optionality for changing life, business, and legislative circumstances. Knowing which strategies are available and appropriate is equally as important as knowing in what order to act. What you do first matters, for increasing your choices and building optionality and flexibility into your financial roadmap. Enacting coordinated strategies, in the optimal order, can compound effects such as tax benefits over time for significant future impact.

About Andrea Schaffer

Andrea is a recognized Million Dollar Round Table (MDRT) Top of the Table Advisor, a National Association of Women Business Owners (NAWBO) Hall of Fame Member, and an Advanced Association of Life Underwriters (AALU) Wealth Transfer commentator. Most recently, Andrea was named by Forbes as one of the Top 100 Financial Security Professionals in the nation and ranked #7 in California as a Best-in-State Top Financial Security Professional. She has over twenty-five years of experience in the financial services industry, as well as a Master’s degree from Claremont Graduate University, she holds Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), and CERTIFIED FINANCIAL PLANNER™ (CFP®) designations. Andrea lives in Las Vegas and Claremont, CA with her husband Daniel, her small pack of large dogs, and whomever of her myriad godchildren are visiting that week. She has a passion for fine dining and wine, originating in her twenties as a professional chef and restaurateur, and now enjoys sharing experiences with her friends, colleagues, and clients by hosting wine education events, chef tables, and social culinary events in her mid-century modern home overlooking Los Angeles.