Broker Check

Michael J. Menendez

MDRT, FSS
Director of Advanced Planning

michael_j_menendez@pacificadvisors.com

(707) 360-4959

ENTERPRISE FINANCIAL STRATEGIES
For Business Owners, Executives, and Estate Planning

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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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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Career/Client Experience

Mick Menendez has been in the insurance industry since 1972 and is currently a Director of Advanced Planning with Pacific Advisors, Inc. , an agency of Guardian Life Insurance Company of America. He was a General Agent with Guardian Life for over 15 years and as a General Agent, Mick’s agency was recognized by GAMA (General Agents and Managers Association) as being in the top five percent of all agencies in the insurance industry.

Mick graduated from San Francisco State University earning a degree in Communications. He is currently enrolled in the American College, pursuing his CAP™ (Chartered Advisor in Philanthropy)® designation.A Life Qualifying Member of the Million Dollar Round Table, Mick has several prestigious Court of the Table qualifications. Mick is very involved with NAIFA-California (National Association of Insurance and Financial Advisors), a premier association for insurance and investment professionals. He has served as Trustee, Communications Officer and most recently was the PAC (Political Action Committee) Chair, working directly with California State elected officials.

Education

Mick graduated from San Francisco State University earning a degree in Communications. He is currently enrolled in the American College, pursuing his CAP™ (Chartered Advisor in Philanthropy)® designation.

Licenses

  • Series 1, as well as licensed for life and heath.
  • California Insurance License #0436021

Community Involvement

In addition to serving the life insurance industry, Mick has been very involved in the community, serving on several non-profit boards. He was a Santa Rosa Planning Commissioner and Chair for several years (1992 – 1998) and Cardinal Newman High School Board of Regents (1999 – 2003). Since 1992, Mick has been a member of the Sonoma County Alliance Executive Committee, the Board of Directors and the Political Action Committee, serving as President both for 1998 and 1999 terms. Additionally, Mick has been a Board Member of the Wells Fargo Arts Center since 2001, now serving on the Honorary Board, as well as Past Vice President of the Santa Rosa Golf and Country Club, serving on various committees. Mick was recently selected as recipient of the “Spirit of Sonoma Award” for business and community contributions.

Personal

In his leisure time, Mick enjoys spending time with his wife, Carol, their grown children, Mark and Jaimee, grandchildren Paige and Harlyn, and their dog Milo. He also enjoys golf, various community fund raising activities, traveling, and touring with his wine clubs.

CA Insurance License #0436021, Registered Representative of Park Avenue Securities LLC (PAS). Financial Representative of Guardian.