Office: (909) 399-1100
Kelly Kidwell is the Chief Executive Officer of Pacific Advisors, a West Coast-based financial services firm that specializes in advanced estate, business, charitable, and philanthropic planning. Kelly started his career in financial services in 1987. In 1993, he founded his own company, Pacific Advisors, and has grown the firm from a small Southern California boutique to a Guardian Master Agency Award and Diamond International Management Award Agency. Today, Pacific Advisors has more than 200 financial advisors & staff, as well as 2,500 active brokers, more than 10,000 small business clients, 60,000+ policy holders1, $23 Billion of Life Insurance in force, and over $4.7 Billion of Assets Administered.2
Over the years, Kelly has served on many Boards to give back to the profession that he loves. Most notably, GAMA, AALU & The American College. Since 2018, he was instrumental in the merger of GAMA & AALU and in July of 2019, he was asked to serve as the first Chairman of the newly merged organizations which have now become FINSECA. This organization was formed to "Unify the Profession" and create a single organization that would represent all Financial Security Professionals, with the mission of creating "Financial Security for All."
1 Includes owners of in force life, disability income, long term care, policies as well as all securities accounts. As of 12/31/2020.
2 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. As of 12/31/2020.
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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A good life in any moment is simple to enjoy; a good life for the rest of our lives requires a plan.
CA Insurance License #0A38922, Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 333 N Indian Hill Blvd, Claremont, CA 91711, 909-399-1100. Securities products and advisory services offered through PAS, member FINRA, SIPC. General Agent of The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. Pacific Advisors LLC 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 a registered investment advisor.