Broker Check


Helping Members of Our Community Achieve Their Objectives

Helping Members of Our Community Achieve Their Objectives

Our firm is proud to be part of this community. Our clients and our employees live here — and we work here — so the people who call this community home are particularly important to our firm. We understand that individuals and their families are facing greater, more daunting challenges every day. But these same people aspire to achieve great things; the same things their parents and grandparents did: to provide for their families, and to help ensure, that no matter what happens in life, their loved ones are always protected. That’s why we are dedicated to serving this community and the needs of its members, earning our neighbors’ trust and confidence, working smart to help each family provide for their loved ones, both today, and in the many years to come.


We are proud to work with over 45,3132 clients, of which over 10,000 are business owners.

Providing flexibility to our clients and their families

Total assets administered3


Dividends to whole life policyholders4


Helping clients build confidence and protect their assets

Life Insurance coverage in force for our clients


Number of life insurance policies in force


Income protection in force for our clients


Number of income protection (disability) policies in force


Fulfilling promises for our clients and their families

Life Insurance benefits (claims) paid5


Disability benefits (claims) paid5



We are proud to support the following charitable and civic organizations through contributions made on our behalf by Guardian and by the men and women of our agency, Pacific Advisors LLC:

  • United Way
  • Habitat for Humanity®
  • National Multiple Sclerosis Society
  • Bikes for Kids
  • Boys and Girls Club of America
  • The Rock Church and World Outreach Center
  • San Diego Rescue Mission
  • Reality Changers
  • Big Brothers Big Sisters
  • Valley Medical Center Foundation, San Jose
  • City Mission Ministries
  • Philanthropy International
  • Alzheimer's Greater Los Angeles
  • Noah Homes
  • Huntington's Disease Society of America, San Diego Chapter
  • Center of Hope
  • Southern California Kidney Foundation
  • Pasadena Humane Society

  1. Reflects all in force policies and contracts serviced by this agency as of 12/31/18.
  2. Includes owners of in force life, disability income, and long term care policies, as well as all in force securities accounts.
  3. Represents in force cash values for life insurance, and market values of all securities accounts (except investment sponsors that are not contracted with Albridge and investments that have not cleared through Pershing as of 12/31/18). Market values of securities accounts are subject to significant changes due to market conditions. The values provided should not be used in making a determination on the quality of services provided by representatives of this agency.
  4. Represents Dividends paid in 2018 on Whole Life policies, excluding closed and surrendered policies.
  5. Represents all Life and Disability claims paid in 2018.
  • Dividends are not guaranteed. They are declared annually by Guardian’s Board of Directors.
  • Financial information concerning The Guardian Life Insurance Company of America as of December 31, 2018 on a statutory basis: Admitted Assets = $58.5 Billion; Liabilities = $51.3 Billion (including $44.3 Billion of Reserves); and Surplus = $7.2 Billion.

We encourage you to continue to explore our firm by giving us a call or stopping by to meet the members of our team. We look forward to getting to know you.

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