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Helping to provide strength and stability in our community.

Helping Members of Our Community Achieve Their Goals

Helping Members of Our Community Achieve Their Goals

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.

Our Presence in the Community as of December 31, 20201

We are proud to work with over 60,6182 clients, of which over 10,000 are business owners.

Beyond the Numbers

Client Centered

We are proud to support the following charitable and civic organizations through the ongoing commitments and contributions of the advisors and staff of Pacific Advisors and Guardian.

Client Centered
  • United Way
  • Habitat for Humanity®
  • National Multiple Sclerosis Society
  • Bikes for Kids
  • Boys and Girls Club of America
  • San Diego Rescue Mission
  • Reality Changers
  • Big Brothers Big Sisters
  • Valley Medical Center Foundation, San Jose
  • Philanthropy International
  • Alzheimer’s Greater Los Angeles
  • Noah Homes
  • Huntington’s Disease Society of America, San Diego Chapter
  • Southern California Kidney Foundation
  • Pasadena Humane Society
  1. Reflects all in force policies and contracts serviced by this agency as of 12/31/20.
  2. Includes owners of in force life, disability income, long term care, policies as well as all 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 12/31/20). 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 2020 on Whole Life policies, excluding closed and surrendered policies.
  5. Represents all Life and Disability claims paid in 2020.
  • Dividends are not guaranteed. They are declared annually by Guardian’s Board of Directors.
  • Financial information concerning Guardian as of December 31, 2020, on a statutory basis: Admitted Assets = $68.1 Billion; Liabilities = $60.3 Billion (including $48.9 Billion of Reserves); and Surplus = $7.8 Billion.

We encourage you to continue to explore our firm by contacting us. We look forward to meeting you. 

Thank you!