Broker Check

Charles Osivwemu, MBA


Financial Advisor

charles.osivvemu@pacificadvisors.com 

Cell: (530) 220-0129

I was born and raised in Oakland California and am the oldest of eight children. Growing up in a low-income household, my parents never discussed money but instead messaged the importance of going to college, earning a degree, and obtaining a good job. In 2007 I became the first in my family to graduate from college by earning my bachelor’s degree in Exercise Biology from UC Davis. Instead of going into the medical field, I married the love of my life who I met at UC Davis and decided to work as a college advisor for an outreach program through UC Berkeley. As a college advisor my focus was to help students from underserved low-income communities successfully navigate the college admissions processes. 

In 2012 life seemed great and my wife was expecting our second child when unexpectedly, my father passed away from a short battle with kidney cancer. My family was not prepared for this. He was the breadwinner and took care of my mother and my younger siblings financially. From his passing, I learned firsthand the negative effects of not having a financial plan nor insurance in place can have on a family. This was the tipping point that caused me to transition into the financial services industry. I decided to go back to school, and I earned my MBA from Mills College in 2015 and immediately began a career in the insurance and financial services industry.  

As a Financial Advisor with Pacific Advisors, I love what I do and am passionate about offering guidance and solutions for my clients. I take a holistic approach to helping businesses and individuals optimize wealth, minimize tax risk, and build lasting legacies. 

PATH OF CONFIDENCE TM

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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DID YOU KNOW THAT 73% OF PEOPLE RANK FINANCES AS THEIR #1 CAUSE OF STRESS?

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ENTERPRISE FINANCIAL STRATEGIES

Optimizing the financial strategies of your business is one of the most powerful things you can do to secure life-long financial sufficiency and your legacy. We work with owners at all stages of the business lifecycle, from assisting the new business owner with establishing a sound financial foundation to helping ensure smooth business succession and transition into retirement.

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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: 2875 Michelle Dr. Suite 110 Irvine, CA 92606, 909-447-8215. 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. 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 - 0K56227.