Cell: (510) 757-3895Office: (707) 765-2382
I directly provide life, disability, malpractice¹ and business insurance plans. As a Certified Financial Planner™ professional , I also help clients holistically organize their finances and assist my partners in offering various investment solutions. In 2021, I was honored to be named to the Forbes Top 250 Financial Security Professionals List.Our clients are physicians, dentists/dental specialists, veterinarians, optometrists and entrepreneurs. My clients are busy and don't want to worry about coverage details. I help design and service their plans so they can focus on what they do best. My team and I have insured countless health care practices/businesses. We have developed strong relationships among the health care banks as a reliable provider due to our service. We have experience in ensuring proper funding for buy-sell agreements. We assist clients in making sure their intentions can be fulfilled and to avoid lack of funding during a triggering event.In 2021, I was asked to be listed on DocWorking as a trusted resource for physicians.When not working, I enjoy spending time with my husband and kids, family, friends and my dog. My hobbies/interests include my expanding vegetable and fruit garden, watching movies/documentaries/comedy shows and baking. I am also active in my husband's business "Call of the Wild," which provides pet care to dogs in San Francisco. I'm proud to support the Marin Humane Society.If you are a health care provider and want a review of your current plans/are starting out, are considering buying/starting up a practice and want help, please contact me at firstname.lastname@example.org or (707) 765-2309.
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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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.
Forbes "Best in State" Top Financial Security Professional award is not issued or endorsed by Guardian or its subsidiaries. No compensation was provided in connection with obtaining this rating; however, advisors may choose to pay Forbes and Shook for usage rights of the ranking logo.
¹Guardian and its subsidiaries do not endorse or have any direct or indirect responsibility with respect to this activity. 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, 909-4478215. 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 - 0C43235, AR Insurance License Number - 2674089.