Broker Check

Ethan Samuels

CLTC®

Financial Representative

 ethan_samuels@pacificadvisors.com 

Direct: (818) 571-2363

Strategies & Specialities:

Ethan serves clients nationwide with Pacific Advisors, a financial services firm with offices throughout California, Nevada, Texas, Tennessee, New Jersey, and Virginia.  He specializes in complex strategies for professionals, business owners, and people with significant legacy and estate concerns.  Ethan has been described as a “Financial Intelligence Officer” and consummate educator, navigating clients and advisors through complex financial concerns.  His coordinated strategies include tax mitigation and tax offset strategies, asset protection, executive benefits, enterprise operation optimization, business succession, and advanced charitable and legacy planning.  Ethan is known to plan and execute these strategies as if preparing clients to attain military objectives; utilizing assets, mitigating against liabilities, and taking into account objectives on the strategic, operational, and tactical level to help attain a client’s desired outcome.  He helps create customized, optimized financial strategies that realign clients’ overall financial states of affair by way of coordinated asset strategies.

Client Experience:

Working with Ethan means personal care and custom-designed strategies, applied to a holistic analysis of your entire financial picture.  Together you’ll analyze the financial “junk drawer” of products and strategies and realign these programs to help provide unity of effort and maximize flexibility and tax efficiency.  As Ethan’s client, you will be placed squarely in the cockpit of your financial future with Ethan charting your course and helping guide your every maneuver.

Ethan’s responsive strategies are crafted to include the ability to adjust for changing life, business, and legislative circumstances.  Just as important as understanding the availability of options is the ability to prioritize strategies.  What you do first matters.  Enacting coordinated strategies in the optimal order can compound tax savings, protect assets, and increase the efficacies of these strategies.  Of paramount importance to Ethan is that his clients have a clearly defined purpose for every dollar committed and every move contemplated and executed. 

About Ethan:

Ethan is a former United States Naval Intelligence Officer.  He has six years of experience in the financial services industry, and is completing his Masters in Business Administration at the Pepperdine Graziadiao School of Business.  Ethan lives in Newbury Park, CA with his wife, Suzanne, his daughter, Aria, and his dog, Clovis.  He has a passion for boxing and competitive bodybuilding, having competed twice in the Ferrigno Legacy, once alongside his wife.  He is fluent in Hebrew and Arabic, having worked as a civilian interpreter in Ramadi, Iraq in 2008, and for 6 subsequent years providing Intelligence Support to Naval aviators, sailors, SEALs, and Seabees. 

LIVING A GOOD LIFE FOR THE REST OF YOUR LIFE

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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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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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 - 0J15213,  FL Insurance License Number - W266383.