Broker Check

Tom Somers

Financial Professional

 tom_somers@pacificadvisors.com 

Cell: (760) 672-9272
Office: (323) 258-7636

Tom brings to his role as a Financial Professional a wealth of business and financial experience accumulated during his career as an executive and entrepreneur in the computer services business in New York, Europe and California.  Depth of experience allows Tom to identify with his clients' concerns and help them navigate through the complexities of life toward financial balance for their businesses and families. Background

Born in Ohio, Tom grew up in Southern California, graduating from Torrance High School and then earned a Bachelor’s degree in History from Pomona College in Claremont, California and a Master’s degree in International Relations with an International Economics specialization, from Columbia University in New York.  During his subsequent business career, Tom pioneered opportunities for US companies in the emerging markets of Eastern Europe, and as entrepreneur started successful businesses in Austria and Russia.

Tom is delighted to be back with his family in California, bringing to his clients the benefit of his knowledge and business experience.

Specialization

Tom specializes in working with business owners and professionals, helping them grow and protect what they care about most, through the design and financing of programs such as “buy-sell,” executive bonus, deferred compensation and retirement income distribution strategies.  Clients value Tom’s integrity and know that he puts their best interest always ahead of his own.   

Tom says of his profession, “I love what I do because the business owners I work with tell me I help them get their financial life in balance.”

Commitment to the Community

Tom is an active member of several community organizations, among them the Temecula Valley Chamber of Commerce, Temecula Valley Winegrowers Association, the Fallbrook Land Conservancy and San Diego Turtle and Tortoise Society, California Native Plant Society.  Tom was and is particularly proud to be able to serve in 2011 and 2018 as Ambassador Chair for the Temecula Valley Chamber of Commerce, and to be names in 2010 as Chamber Ambassador of the Year.

Tom lives with his wife of 25 years Olga and daughters Mary and Olesya in Fallbrook, California conveniently located for his clients who are mainly in San Diego, Orange and Riverside counties.

Tom is known as a thoughtful, innovative advocate for his clients, dedicated to helping them achieve financial confidence.

Tom is delighted to have found a home at Pacific Advisors, a firm that shares his financial philosophy and supports Tom’s effort to provide financial balance to the lives he touches and help his clients keep the promises they make to their families and employees.

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. 

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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.


ENTERPRISE FINANCIAL STRATEGIES 

Optimizing the financial strategies of your business is one of the most powerful things you can do to secure life-long financial sufficiency and your legacy. We work with owners at all stages of the business lifecycle, from assisting the new business owner with establishing a sound financial foundation to helping ensure smooth business succession and transition into retirement. 

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This firm is an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. 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. CA Insurance License Number - 0F40683. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or otherwise act in a fiduciary capacity.