Office: (951) 284-4162Cell: (951) 232-7762
Bart’s mission is to have clients feel confident and secure about their financial future. He helps people build, invest, and protect their assets so they can enjoy the life and retirement they envisioned for themselves and their family. Bart is committed to providing a full range of financial capabilities to his clients, with knowledge and resources tailored for their individual situation.
At Pacific Advisors, his team has the experience and depth to tackle virtually any financial goal in the areas of wealth management, retirement planning, and risk protection. Bart's clients recognize his ability to help them envision their financial future and then help them, step by step, build towards that future. He does this by showing them a clear picture of where they are today and listening to their hopes and dreams for tomorrow. By working in collaboration with his clients, he serves as a partner to help them build their financial wealth.
Born and raised in the Midwest, Bart moved to Los Angeles in the 1980’s. He majored in broadcasting and business in college and went on to serve in several senior executive positions in the entertainment industry. In addition, he successfully founded two start-up broadcast television companies of his own. Over a decade ago, Bart began his wealth management practice. He has received a Retirement Income Certified Professional (RICP) and a Life Underwriting Training Council Fellow (LUTCF) designation from the American College of Financial Services. Bart is a Member of the Million Dollar Round Table (MDRT), an association of the world's leading financial services professionals. He was also awarded the Quality Award for Life Insurance and Annuities from the National Association of Insurance and Financial Advisors (NAIFA). He holds a series 6,7, 63 and 65 securities licenses from FINRA as well as a Life and health insurance license in California, and several other states. Bart resides in South Pasadena, CA with offices in Claremont, CA. He enjoys traveling and is an avid auto racing enthusiast and wine collector.
Individuals, Executives, Business Owners and High Net Worth Families in the areas of Wealth Management, Retirement Planning, Risk Protection, and Estate Planning.
At Pacific Advisors, we combine decades of collective knowledge and a time-tested process to help you and your family craft a plan of action for financially producing and supporting a good life for the rest of your life. We call this plan your Path of Confidence™. At the end of the day, each of us is doing our best to live a good life. While money is no assurance of a good life, not having enough money for lifelong financial success certainly threatens a good life.
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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.
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 - 0H26289. 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.