Jae follows a philosophy of “putting my client’s interest first and foremost” for their financial well-being, Jae has built a professional relationship with friends and clients. He strives to truly understand their life value, the economic impact on their lives and guide them through the right path so that they can accomplish their goals no matter what life events occur.
Jae's desire is to help and assist friends and clients to have financial freedom and be financially independent while creating a legacy for their families. He works closely with business owners, medical professionals and ordinary people to accomplish their financial goals and dreams. He believes in developing custom strategies to improve their financial well-being.
Jae's educational background is from NYU and he has been in the financial industry for over 25 years, giving him tremendous experience with diverse clients.
His accomplishments as a financial professional allowed him to expand and become bi-costal.
Jae enjoys Skiing, Running, Cycling, Reading, Opera, and Classical Music and he is a member of NAAAP (National Association of Asian American Professionals) and a member of Asian American Leadership Network.
Jae gets tremendous satisfaction in seeing clients’ protection and accumulation-planning objectives come to fruition and knowing that he is able to help make a difference in their lives.
At Pacific Advisors, we help you get financially organized and make better-informed decisions and practices. You'll get a wide-angle view of your business, personal, and protected finances, allowing you to adapt as your circumstances and desires change. We offer a web tool called the Living Balance Sheet®. This tool makes it easy to recognize the long-term potential of every dollar you earn, so you can make decisions toward achieving improved financial balance.
Click to watch how we can help bring financial balance to your life.
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 of Park Avenue Securities LLC (PAS). OSJ: 333 N INDIAN HILL BLVD, CLAREMONT CA, 91711, 909-3991100. Securities products 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 - 0B88983. 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.