Peyman Cohan assists his clients in producing new, more effective outcomes in business, estate, and tax strategies. His approach provides for future opportunities while helping to protect the current successes one has already achieved. He and his team and dedicate their practice to identifying business and financial strategies, resolving challenges, and exploiting opportunities that face business owners and professionals every day.
As a business owner and attorney, he brings a decade's worth of knowledge and experience in insurance and real estate to help his clients make more informed financial decisions. To accomplish this, he works with his client’s trusted professionals and his team of specialists, to design his client’s specific strategies.
As your financial professionals, our first job is to help you protect your current position. Then we work with you to create a roadmap for the achievement and protection of your full vision.
We focus on your unique needs and design customized strategies to help meet those needs. Once the plan is clear, we begin to conservatively advance toward it, never taking more risk than necessary to achieve the fulfillment of your narrative.
Specializing in Estate Planning, Charitable Planning and Retirement Planning for executives, professionals, and small business owners.
Employee Benefits, Executive Benefit Planning, Key Person Planning, Qualified Retirement Plans, Deferred Compensation Planning & Buy/Sell and Buy-Out Planning
Life Insurance, Disability Insurance, Long-Term Care Insurance & Group
At Pacific Advisors, we combine decades of collective knowledge and a time-tested process to help you and your family craft a plan of action for financially producing and supporting a good life for the rest of your life. We call this plan your Path of Confidence™. At the end of the day, each of us is doing our best to live a good life. While money is no assurance of a good life, not having enough money for lifelong financial success certainly threatens a good life.
Click to watch how we can help bring financial balance to your life.
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.
This award is not issued by Guardian or its subsidiaries. The annual Forbes ranking of Best-In-State Top Financial Secuirty Professionals List 2023 is based on criteria developed and obtained by SHOOK Research, LLC. No compensation was provided in connection with obtaining this rating; however, advisors may choose to pay fees to Forbes and Shook for premium listing features; including, usage rights of the ranking logo. Past performance is not an indication of future results.
Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Pacific Advisors is not an affiliate or subsidiary of 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 - 0F47171. This material is intended for general use. By providing this content the Guardian Life Insurance Company of America and your financial representative are not undertaking to provide advice or make recommendation for a specific individual or situation, or otherwise act in a fiduciary capacity.