Broker Check

Marguerite Rangel

JD,* CLU®, ChFC®
Financial Advisor

 marguerite_rangel@pacificadvisors.com 

323) 556-0216

Marguerite Rangel JD, CLU®, ChFC® is a Wealth Management Advisor with Park Avenue Securities in Beverly Hills, California. A longtime member of the State Bar of California and a National Football League Players Association Financial Advisor, she is skilled in working with her clients in matters concerning wealth preservation and protection and tax mitigation. She serves clients on a nationwide basis. Her practice focuses on all aspects of planning for individuals and business owners, with special knowledge in charitable planning, estate tax issues, executive benefits, and business succession. Services include insurance planning and design, premium financing, pension design and retirement strategies, estate planning, cash flow analysis, investment portfolio analysis and management.

Marguerite received her Juris Doctor from the University of San Francisco School of Law and her Bachelor of Arts in French from Humboldt State University in Arcata, California. She studied at the Universidad Nacional Autonoma de Mexico in Mexico City and at the Alliance Française and the Institute of International and Comparative Law, both in Paris. She received her Certified Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) designations from the American College in Bryn Mawr, Pennsylvania.

She is a member of a number of professional associations including the American Association of Life Underwriters where she serves on its Ambassador Committee, The Society of Financial Service Professionals, 100 Women in Finance and other organizations. She serves on the boards of numerous nonprofit organizations.

Marguerite is an Investment Advisor Representative of Park Avenue Securities (Series 65) and has General Securities Representative (Series 7) registrations.

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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DID YOU KNOW THAT 73% OF PEOPLE RANK FINANCES AS THEIR #1 CAUSE OF STRESS?

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CONFIDENCE BEGINS WITH ORGANIZATION 

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. 

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Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 2875 Michelle Dr. Suite 110 Irvine, CA 92606, 909-399-1100. 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. 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. Not practicing JD for Guardian or its subsidiaries or affiliates. CA Insurance License Number - 0C11037. 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.