Misty Weltzien, a California native, brings nearly 20 years of leadership excellence and a proven track record in the financial services industry. As an accomplished author, thought leader, and advocate for women in finance, Misty is recognized for her innovative strategies, empowering leadership, and passion for mentoring top talent. Her career is defined by a commitment to fostering growth, building high-performing teams, and delivering exceptional outcomes for clients and advisors alike.
As CEO of Pacific Advisors, Misty oversees the firm's advisor experience, encompassing recruiting, onboarding, training, and practice management. She collaborates with her team to empower seasoned advisors to elevate their practices and guide career changers toward fulfilling opportunities in financial services. Within Pacific Advisors' national network of Guardian Life®-affiliated firms, this is the first time in history that a woman will serve as a CEO.
A dedicated advocate for women in the industry, Misty has held influential roles, including serving on the NAIFA board for over seven years, leading her local chapter as president for three years, and contributing to GAMA International. She is a current member of the board and Executive Committee for FINSECA, where she continues to shape the future of the financial services industry. Through her speaking engagements and writings, she champions work-life balance and actively promotes the inclusion of more women in financial services.
Misty and her team support a diverse range of clients, from business owners planning successful transitions to emerging professionals building secure futures. Drawing from her nearly two decades of expertise and personal experience with sound financial principles, she inspires confidence in achieving financial security.
Residing in Bermuda Dunes, CA, with her husband, Travis, and their two energetic sons, Misty enjoys balancing her professional success with her family life. She is deeply committed to community service, contributing to organizations such as Unbound, the ASPCA, Bikes for Kids, and the Coachella Valley Rescue Mission.
