Broker Check

Misty Weltzien

Misty Weltzien

CLU® ChFC® CFP®
Managing Partner

[email protected]

Office: (949) 486-8306
Cell: (760) 534-9151

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As a Managing Partner for Pacific Advisors, Misty Weltzien is charged with recruiting, attracting, and developing experienced advisors looking to take their practices to the next level, and career changers who feel financially or intellectually stagnant.

She is also committed to providing leadership, vision, and guidance to her own clients to put them on a financial Path of Confidence™. Pacific Advisors is a West Coast-based financial services firm that specializes in advanced estate, business, charitable and philanthropic planning.

Misty and her team provide guidance for a wide range of clients, from successful business owners looking for exit strategies, to new professionals looking to build for their future.Misty has spent over a decade studying and working in financial services. By applying sound financial principles in her own life, she has been able to see firsthand the power of a solid and secure investment strategy. Now, many years later, she continues to share that philosophy with her clients and advisors.

Originally from Palm Springs, CA, Misty moved to Orange County to attend California State University Long Beach, where she received a degree in Finance. She and her husband Travis live in Tustin, CA and are both very active in their community. Misty is involved with Big Brothers Big Sisters OC, the ASPCA, Future Leaders of Our Community, and the National Association of Professional Women. She is also the President for the National Association of Insurance and Financial Advisors OC.

Misty invests first in herself. This is most evident in her commitment to ongoing education. She believes that only by keeping ahead of the fast-paced changes in our economy can she be of optimum value to her clients. In addition to her degree in finance, Misty is also a Certified Financial Planner (CFP®), a Chartered Financial Consultant (ChFC®), and a Chartered Life Underwriter (CLU®). Each of these additional levels of education, some taking several years to attain, enable Misty to better serve the needs of her diverse client base.

CA Insurance License #0F97449, Registered Representative and Financial Advisor of Park Avenue Securities LLC. Financial Representative of The Guardian Life Insurance Company of America, New York, NY.