Broker Check

Alisa Le

CFP®
Financial Advisor

alisa_le@pacificadvisors.com 

(858) 550-9300

Many people don’t have a great relationship with money. This can cause anxiety, stress and is one of the top reasons families argue. 

Alisa Le is a Certified Financial Planner™, Professional that helps clients evolve their relationship with money. She simplifies the complex and provides a safe, authentic setting for clients. 

Her clients feel organized and confident, which frees up mental real estate so they can focus on what matters most.  

In 2022 and 2023, Alisa was recognized by Forbes as a Best In State Top Financial Security Professional. 

She is a UCLA alumna and most proud of the family she has built with her husband Jon. They enjoy playing tennis, traveling, and spending time outdoors with their son. 

If you’re looking to transform your relationship with your finances, click here to start a conversation. 

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. 

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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.


CONFIDENCE BEGINS WITH ORGANIZATION 

At Pacific Advisors, we help you get financially organized and make better-informed decisions and practices. You'll get a wide-angle view of your business, personal, and protected finances, allowing you to adapt as your circumstances and desires change. We offer a web tool called the Living Balance Sheet®. This tool makes it easy to recognize the long-term potential of every dollar you earn, so you can make decisions toward achieving improved financial balance. 

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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. 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. 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. 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 - 0E92490. This Forbes award is not issued or endorsed by Guardian or its subsidiaries. The annual Forbes ranking of Best-In-State Top Financial Security Professional 2022 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. 2022-145449 Exp 10/24