Michael J. Menendez
Michael J. Menendez
MDRT, FSS
Director of Advanced Planning
michael_j_menendez@pacificadvisors.com
(707) 360-4959
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.
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CONFIDENCE BEGINS WITH ORGANIZATION
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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. Pacific Advisors is not an affiliate or subsidiary of PAS. This firm is an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. 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 - 0436021. 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.