Broker Check

Jeff Schwartz

Jeff Schwartz

Financial Specialist

Jeffrey_m_schwartz@pacificadvisors.com

(661) 861-9791


Complex Outcomes Require
ADVANCED STRATEGIES

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.


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To register for an upcoming Financial Wellness Workshop:

MY APPROACH

My mission is to help you develop and implement a plan of action that will put you on a path for what you define as a "Good Life for the Rest of Your Life." You will never be never left on your own to figure things out. We'll help you gain insights and take action, creating results to build your wealth and get what you want out of life.




Clients choose to work with me because of my compassion, resourcefulness, and focus on inspiring them to reach their maximum financial potential.What this means to you is that I identify real concerns, educate you on making intelligent decisions, and address your concerns as if they were my own.The real benefit you will have is the confidence, clarity and capability to follow through on the commitments you’ve made to yourself and the people that you care about the most.

Background

Jeff was born in New York, raised mostly in Southern California, and has a degree in organic chemistry from the University of California at Berkeley. He resides in Bakersfield, CA with his wife, Donna. He has 4 children. He is past District President of the Exchange Clubs, a service organization whose major philanthropy is the prevention of child abuse, and a 3-time past president of the Kern County Insurance and Financial Advisors chapter. He has been in the financial services industry for 30 years. He believes in giving kids a chance, which includes making sure their parents are going to be okay financially.

Our Strategic Approach

As your financial professional, my first job is to help you protect your current position. Then I work with you to create a roadmap for the achievement and protection of your full vision. I focus on your unique needs and design customized strategies to help meet those needs. Once the plan is clear, I begin to conservatively advance toward it, never taking more risk than necessary to achieve the fulfillment of your narrative.

Our Financial Services

Specializing in Estate Planning, Charitable Planning and Retirement Planning for executives, professionals, and small business owners.

Our Business Services

Employee Benefits (Group Life, Disability, & Medical Insurance, 401(k)s, IRAs, and Rollover Accounts), Executive Benefit Planning, Key Person Planning, Qualified Retirement Plans, Deferred Compensation Planning, and Buy/Sell and Business Owner Exit Planning.

Our Insurance Services

Life Insurance, Disability Insurance, Long-Term Care, and Individual & Group Medical Insurance. 

CA Insurance License #0647683, Registered Representative of Park Avenue Securities LLC. Financial Representative of The Guardian Life Insurance Company of America, New York, NY.