Tom Freeman
Tom Freeman
CLF®
Managing Director
thomas_freeman@pacificadvisors.com
Cell: (949) 290-2610

My team and I work to understand and solve our client’s needs. For many it is about proper asset protection and for others, it is about an effective distribution strategy. I work with a team of over 40 financial professionals daily, including my own team of John Kramer and Ryan Freeman. We take our clients through a comprehensive planning model using tools such as the Living Balance Sheet® and through collaborative efforts with their trusted advisors, we devise and implement a plan that creates options along the journey. I challenge my team and clients to get comfortable thinking big, experiencing today, and being prepared for tomorrows.
Prior to my experience as a financial professional, I was in the loss prevention world where I worked using interviewing and interrogation techniques to help resolve problems within companies. I made the career change in 2008 because I wanted to have a platform to help as many people as possible. I wanted to change the world, starting with my own. My goal was to be a role model for my children and my result has been helping to create an incredible life for the people I encounter.
Born and raised in the San Fransisco Bay Area, I moved to Orange County in 2000. I have two adult children, my oldest who is married and a successful business owner in the OC and another son who recently graduated from college and after a short stint in the Public Relations field, moved into our practice.
I have relocated, I have raised children, I have run businesses, and I have experienced life. I live with no regrets on yesterdays, I am prepared for my tomorrows, and I live the heck out of my todays!
COMPLEX OUTCOMES REQUIRE ADVANCED STRATEGIES
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.
DID YOU KNOW THAT 73% OF PEOPLE RANK FINANCES AS THEIR #1 CAUSE OF STRESS?
Click to watch how we can help bring financial balance to your life.
LIVING A GOOD LIFE FOR THE REST OF YOUR LIFE
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.
CA Insurance License #0G27802, Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 333 N INDIAN HILL BLVD, CLAREMONT CA, 91711, 909-4478215. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Pacific Advisors is not an affiliate or subsidiary of PAS or 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.