Clients choose to work with me because of my compassion, resourcefulness, and focus on inspiring them to reach their maximum financial potential.What this means to you is that I identify real concerns, educate you on making intelligent decisions, and address your concerns as if they were my own.The real benefit you will have is the confidence, clarity and capability to follow through on the commitments you’ve made to yourself and the people that you care about the most.
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 26 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, Executive Benefit Planning, Key Person Planning, Qualified Retirement Plans, Deferred Compensation Planning & Buy/Sell and Buy-Out Planning.
Our Insurance Services
Life Insurance, Disability Insurance & Long-Term Care Insurance needs.
Jeffrey Schwartz is a Registered Representative of and offers securities products and services through Park Avenue Securities LLC (PAS), 1550 W. Colorado Blvd., Pasadena, CA 91105 (323) 255-8800. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of The Guardian Life Insurance Company of America (Guardian), New York, NY. Pacific Advisors, Inc and. Guardian / Executive Benefits Insurance and Financial Services 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.Jeffrey Schwartz is licensed to sell insurance in the states of California, Washington, Arizona, Florida, and Oklahoma. California Insurance License No. 0647683 PAS is a member ofFINRA/SIPC.
“Wealth is the ability to fully experience life.”