Andrea Schaffer serves clients nationwide with Pacific Advisors, a financial services firm with offices throughout California, Nevada, Oregon, Washington, Arizona, and Idaho. She specializes in complex strategies for professionals, business owners, and people with significant legacy and estate concerns. Andrea is a published commentator and consummate educator, leading clients and advisors through complex financial concerns. Her coordinated asset strategies include tax alpha and tax offset strategies, asset protection, executive benefits, enterprise operation optimization, business succession, and advanced charitable and investment planning. She helps create custom, optimized financial strategies that indemnify clients’ overall financial state of affairs by way of coordinated asset strategies.
Working with Andrea means personal care and custom-designed strategies, applied to a holistic analysis of your entire financial picture. Together you’ll create a simplified step-by-step action prioritization plan, and she will work with allied advisors to implement your chosen strategies. Andrea’s responsive strategies are crafted to include optionality for changing life, business, and legislative circumstances. Knowing which strategies are available and appropriate is equally as important as knowing in what order to act. What you do first matters, for increasing your choices and building optionality and flexibility into your financial roadmap. Enacting coordinated strategies, in the optimal order, can compound effects such as tax benefits over time for significant future impact.
Andrea is a recognized Million Dollar Round Table (MDRT) Top of the Table Advisor, a National Association of Women Business Owners (NAWBO) Hall of Fame Member, and an Advanced Association of Life Underwriters (AALU) Wealth Transfer commentator. She has twenty-five years of experience in the financial services industry, as well as a Master’s degree from Claremont Graduate University, she holds Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), and CERTIFIED FINANCIAL PLANNER™ (CFP®) designations. Andrea lives in Las Vegas and Claremont, CA with her husband Daniel, her small pack of large dogs, and whomever of her myriad godchildren are visiting that week. She has a passion for fine dining and wine, originating in her twenties as a professional chef and restaurateur, and now enjoys sharing experiences with her friends, colleagues, and clients by hosting wine education events, chef tables, and social culinary events in her mid-century modern home overlooking Los Angeles.
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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Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). 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 - 0B67165. 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.