Claremont, CA – 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. This leadership transition marks an exciting new chapter for the company, which has built a reputation for excellence in financial planning, wealth management, and personalized client service. Within Pacific Advisors' national network of Guardian Life®-affiliated firms, this is the first time in history that a woman will serve as CEO.
Kelly Kidwell, Founder and Chairman of Pacific Advisors recently shared the news with the company’s leadership team. "Misty has been an invaluable and inspiring leader for more than 13 years with our company," said Kidwell. "Her vision, dedication, and unwavering commitment to excellence make her the perfect choice to lead Pacific Advisors into the future. As the Founder, I take great pride in this transition and have complete confidence in Misty’s ability to build on the foundation we’ve created together. This move allows me to focus on my role as Chairman, ensuring our strategic direction remains strong and aligned with the company’s long-term goals."
A California native, Misty Weltzien brings nearly two decades of leadership experience and an exceptional track record in the financial services industry to the role. An accomplished author and industry thought leader, Misty is known for her insights into effective financial strategies, trailblazing leadership, and a passion for recruiting top talent to the industry. Her dedication to fostering growth, empowering teams, and delivering impactful client outcomes has defined her career and makes her a natural successor for this position.
Prior to her appointment as CEO, Misty held key executive roles at Pacific Advisors, where she championed initiatives that elevated client experiences and operational excellence. Her strategic vision has been pivotal in attracting and retaining exceptional talent in the financial services sector, further solidifying the firm’s position as a leading example of excellence in the industry. Misty is deeply committed to making Pacific Advisors a premier destination for financial professionals to launch their careers or transition their practices.
"Pacific Advisors has a long-standing tradition of helping clients achieve their financial goals, and I am honored to lead our team into this exciting future," said Weltzien. "We are dedicated to enhancing the lives of our clients, supporting their journeys toward financial well-being, and fostering an environment where financial professionals and staff can thrive—ensuring a good life for the rest of their lives."
Misty's peers and colleagues have praised her leadership and expressed their excitement for her appointment. Matt Shipman, Managing Partner at Pacific Advisors, shared, "Misty's unwavering commitment to her family, our clients, and team members makes her the ideal leader for this next phase. Her ability to inspire and execute will undoubtedly drive our continued success."
Kelly Kidwell will retain his role as Chairman, actively guiding the company he founded with a steadfast commitment to its mission and success. "I’m not stepping away—I’m stepping into a role that allows me to ensure our legacy of excellence continues while empowering Misty and our leadership team to excel," Kidwell emphasized. "This transition reflects my belief in the strength and stability of what we’ve built together, and I am as committed as ever to the company’s bright future."
Founded with a commitment to delivering tailored financial solutions, Pacific Advisors has consistently served individuals, families, and businesses with excellence for over 50 years. With a client-centered approach and unwavering dedication to community, the firm has grown to become one of the most trusted names in the financial services sector. With leaders like Weltzien and Kidwell at the helm, the firm is enthusiastic about continuing to create opportunities for clients, advisors, and new financial services professionals alike for generations to come.
For more information about Pacific Advisors LLC and this announcement, please contact:Stacy McCann, COO at (909) 316-6498 or stacy.m.mccann@pacificadvisors.com
Pacific Advisors LLC is an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 2875 Michelle Dr. Suite 110 Irvine, CA 92606, 909-399-1100. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Pacific Advisors LLC is not an affiliate or subsidiary of PAS or Guardian. 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 #0K129140. 7492889.1 Exp 1/27