Broker Check

Andrea Schaffer

Andrea Schaffer

MA CLU® ChFC® CFP®
Financial Advisor

[email protected]

(323) 982-4115


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.


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How much capital would be enough to be financially sufficient for the rest of your life?
And what is your business worth today?

Click to watch how we can help you build a better map for your financial future.

ENTERPRISE FINANCIAL STRATEGIES
For Business Owners, Executives, and Estate Planning

Optimizing the financial strategies of your business is one of the most powerful things you can do to secure life-long financial sufficiency and your legacy. We work with owners at all stages of the business lifecycle, from assisting the new business owner with establishing a sound financial foundation to helping ensure smooth business succession and transition into retirement.


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Andrea Schaffer CLU® ChFC® CFP® is with Pacific Advisors in Claremont, California. Her practice focuses on individual and business planning, with special knowledge in charitable and investment planning, tax offset strategies, executive tax issues, executive benefits, and business succession. She serves clients nationally.

Andrea is a longtime member of the National Association of Women Business Owners (NAWBO), who in 2005 recognized her by induction into its prestigious Hall of Fame. A member of the American Association of Life Underwriters, Andrea serves on the AALU Wealth Transfer Committee and is a published commentator on charitable planning issues.

Andrea lives in Claremont with her husband, Daniel. She supports the Pasadena Humane Society, the American Red Cross, the Southern California Kidney Foundation and numerous other charities.

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.

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CA Insurance License #0B67165, Registered Representative and Financial Advisor of Park Avenue Securities LLC. Financial Representative of The Guardian Life Insurance Company of America®, New York, NY.