As a Managing Partner for Pacific Advisors, Misty Weltzien is responsible for managing the overall advisor experience within the firm including recruiting, attracting, onboarding, training, and practice management. Together with the Advisor Experience Team, Misty helps experienced advisors take their practice to the next level and career changers who feel financially or intellectually stagnant start rewarding careers as financial representatives.
Misty is an advocate for women in the financial industry. She served on the board for NAIFA for over 7 years, was president of the local chapter for 3 years, served on the board of GAMA International, and now is a member and volunteer for FINSECA. She is an avid speaker and author, advocating for work like balance and promoting and encouraging more women into the industry.
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 investment strategy. Now, many years later, she continues to share that philosophy with her clients and advisors.
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®). She is only one class away from completing the Chartered Leadership Fellow (CLF®). 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.
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 with their two beautiful sons. Misty loves being able to serve the community with her rewarding work while also being a mom to her rambunctious little boys. 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.
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.