News & Announcements
Why Social Security May Be the Largest Asset You're Ignoring
Check out our latest blog post from our CEO, Misty Weltzien, on why Social Security is so much more than a simple administrative decision.
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Pacific Advisors Welcomes Kevin DeGray as Head of Field & Growth
Pacific Advisors announced today that Kevin DeGray has joined the firm as Head of Field & Growth, bringing more than 30...
Read MoreOne Of The Biggest Retirement Risks Isn't the Stock Market—It's Taxes
One Of The Biggest Retirement Risks Isn't the Stock Market—It's Taxes Ask most people what worries them most about retirement, and you'll hear the same answers: "What if the market crashes?" "What if inflation stays high?" "What if I...
Read MoreBeyond the Monte Carlo: Why Economic Security Requires More Than a Probability Score
Beyond the Monte Carlo: Why Economic Security Requires More Than a Probability Score Walk into many financial planning meetings today and you'll likely see a colorful graph or a Monte Carlo analysis projecting the probability that...
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Misty Weltzien Appointed to Finseca Executive Committee in Special One-Year Term
Pacific Advisors CEO Misty Weltzien has been appointed to Finseca’s Executive Committee, recognizing her leadership and commitment to advancing financial security and elevating industry standards nationwide.
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Pacific Advisors LLC Announces Misty Weltzien as New CEO
Pacific Advisors LLC, a leading financial services firm headquartered in Claremont, California, is proud to announce Misty Weltzien as its new Chief Executive Officer, effective January 1, 2025.
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Pacific Advisors Nevada Offers Exciting Career Opportunities Under the Leadership of Tom Freeman
Pacific Advisors Nevada brings a breath of fresh air to the financial services industry. Managing Partner Tom Freeman is committed to enhancing the advisor experience, fostering growth opportunities, and reinforcing the firm's mission.
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Pacific Advisors Expands Presence in the Bay Area with Brandon Au as Managing Partner
Pacific Advisors Expands Presence in the Bay Area with Brandon Au as Managing Partner
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Pacific Advisors Named to Best Places to Work SoCal 2022 List
Pacific Advisors announced it has been named to the Best Places to Work SoCal 2022 list by Best Companies Group, a BridgeTower Media Company.
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Three Financial Advisors at Pacific Advisors Become Certified Exit Planning Advisors (CEPAs)
Pacific Advisors, an agency of The Guardian Life Insurance Company of America, is pleased to announce that financial advisors Robert Bukacek, Umang Patel and Eric Post have all earned the Certified Exit Planning Advisor (CEPA) credential.
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Pacific Advisors Receives Finseca's Master Agency Award
Pacific Advisors has received Finseca’s Master Agency Award. Kelly Kidwell, Chief Executive Officer with Pacific Advisors, has been recognized amongst the best of the best in 2021 with this award, presented in Dallas, Texas at LAMP 2022.
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2021 Best Places to Work in Los Angeles
Pacific Advisors was recently named as one of the Best Places to Work in Los Angeles. This fourteenth annual program was created by the Los Angeles Business Journal and Best Companies Group. This survey and awards program was designed...
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Ryan Jewell Starts New Role as Managing Director
RYAN JEWELL STARTS NEW ROLE AS PACIFIC ADVISORS MANAGING DIRECTOR Will Develop P.A. Financial Professionals Throughout the Pacific Northwest SEATTLE — Pacific Advisors is pleased to announce Ryan Jewell as Managing Director of...
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