Broker Check

Alisa Le

CFP®
Financial Advisor

alisa_le@pacificadvisors.com 

(858) 550-9300

Most of us were never taught how to have a healthy relationship with money. So it becomes stressful. Emotional. One of the biggest reasons families argue. 

I help people change that. 

I’m Alisa Le, a Certified Financial Planner™ who listens deeply, asks the right questions, and creates a judgment-free space for clients to untangle the emotional knots around money. I bring empathy, clarity, and a little humor to the process, because getting your financial life together doesn’t need to feel so heavy. 

Through our concierge practice, we help you build momentum by taking care of the administrative and emotional clutter that gets in the way. The goal: for you to feel lighter, more organized, and clear about the financial decisions that truly support the life you’re building. 

Forbes named me a Best-in-State Top Financial Security Professional in 2022, 2023, 2024, and 2025. I’m a proud UCLA grad, a tennis enthusiast, and happiest outdoors with my husband Jon and our son, preferably somewhere sunny and overseas. 

If you’re ready to feel different about your finances, click here to start a conversation. 

Discover if Our Transformative Financial Process Is the Right Fit for You

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Find Out if Your Finances are on Track

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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?

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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 award is not issued by Guardian or its subsidiaries. The annual Forbes ranking of Best-In-State Financial Securities List 2022, 2023, 2024, and 2025 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. https://www.forbes.com/profile/alisa-le/