Broker Check

Ana Hata

Financial Advisor

 ana.hata@pacificadvisors.com 

Cell: (949) 521-2718
Office: (949) 486-8395

Ana's Mission 

Ana Hata is dedicated to her mission to help clients make powerful and meaningful choices in their financial life. She does this by adhering to a set of five core values:

  • ACTION: Ana knows that ‘lazy ways bless no one.’ Ana helps clients steer away from financial procrastination with confidence and immediacy and encourages them to act in service of their financial future.
  • LEARNING: Ana embraces new knowledge and believes there is always room for growth and improvement. She learns from her mistakes and will always find a way to adapt to a changing environment.
  • COMMITMENT: Envisioning a financial future means a client must make complex choices where much is at stake. She is steadfast and loyal to her clients, their wellbeing, and their financial success. Ana will stand by her client’s side to celebrate achievements and to also manage the unexpected.
  • FULFILLMENT: Ana helps clients build wealth in line with their personal values, in order to achieve their life’s dreams. Ana believes that true wealth is living the life that makes us most fulfilled. Money is simply a tool to help us get there.
  • ABUNDANCE: Ana possesses a growth mindset and hope for her future and the future of her clients. There are no realistic dreams, only realistic timelines.

A Unique Approach

Working with Ana Hata provides you the unique opportunity of a personalized and values-based approach to building and maintaining long-term wealth. Ana, along with her professional team, will help you discover your true purpose for money and ensure that your financial strategies reflect your unique vision of a good life. Ana does this through providing awareness of your financial present, encouraging action around your financial to-dos, and supporting with accountability for your financial choices. Together, she and her team can help you create and support a fulfilling and resonant life for you and your family.

Ana's Background

Ana Hata was born and raised in Southern California, the first-generation daughter of Filipino immigrants. She holds a Bachelor of Science in Neuroscience from the University of California, Los Angeles. Ana worked in biotechnology and pharmaceutical research, with a focus on cancer drug-development, before becoming a financial advisor and coach. Ana became a Certified Professional Co-Active Coach (CPCC) through Coaches Training Institute (CTI) and an Associate Certified Coach (ACC) through the International Coach Federation (ICF). She joined Pacific Advisors after nearly a decade of working with the firm as a client. Ana and her husband, Dean, live in Austin, TX with their son, Kenzo, and their dog, Daphni. 

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. 

Learn more

DID YOU KNOW THAT 73% OF PEOPLE RANK FINANCES AS THEIR #1 CAUSE OF STRESS?

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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: 333 N INDIAN HILL BLVD, CLAREMONT CA, 91711, 909-3991100. 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. CA Insurance License Number - 0M98352.