Jeff Schwartz
Financial Advisor
jeffrey_m_schwartz@pacificadvisors.com
Office: (661) 861-9791
Toll: (888) 413-7425
https://www.kern-advisors.com/
Background
Jeff was born in New York, raised mostly in Southern California, and has a degree in organic chemistry from the University of California at Berkeley. He resides in Bakersfield, CA with his wife, Donna. He has 4 children. He is past District President of the Exchange Clubs, a service organization whose major philanthropy is the prevention of child abuse, and a 3-time past president of the Kern County Insurance and Financial Advisors chapter. He has been in the financial services industry for 30 years. He believes in giving kids a chance, which includes making sure their parents are going to be okay financially.
Our Strategic Approach
As your financial professional, my first job is to help you protect your current position. Then I work with you to create a roadmap for the achievement and protection of your full vision. I focus on your unique needs and design customized strategies to help meet those needs. Once the plan is clear, I begin to conservatively advance toward it, never taking more risk than necessary to achieve the fulfillment of your narrative.
Our Financial Services
Specializing in Estate Planning, Charitable Planning and Retirement Planning for executives, professionals, and small business owners.
Our Business Services
Employee Benefits (Group Life, Disability, & Medical Insurance, 401(k)s, IRAs, and Rollover Accounts), Executive Benefit Planning, Key Person Planning, Qualified Retirement Plans, Deferred Compensation Planning, and Buy/Sell and Business Owner Exit Planning.
Our Insurance Services
Life Insurance, Disability Insurance, Long-Term Care, and Individual & Group Medical Insurance.
PATH OF CONFIDENCE ™
A good life in any moment is simple to enjoy; a good life for the rest of our lives requires a plan.
DID YOU KNOW THAT 73% OF PEOPLE RANK FINANCES AS THEIR #1 CAUSE OF STRESS?
Click to watch how we can help bring financial balance to your life.
COMPLEX OUTCOMES REQUIRE ADVANCED STRATEGIES
Complex strategies require advanced strategies, complex coordination, and specialized knowledge. At Pacific Advisors, we have implemented some of the most effective strategies for advanced asset protection and transfer, as well as maximization of assets and income. To accomplish this, we bring together your trusted professionals and our team of specialists to design strategies optimized for your unique situation.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 2875 Michelle Dr. Suite 110 Irvine, CA 92606, 909-399-1100. Securities products and advisory services offered through PAS, member FINRA, SIPC. Pacific Advisors is not an affiliate or subsidiary of PAS. This firm is an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Pacific Advisors is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. 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 - 0647683. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or otherwise act in a fiduciary capacity.