Brandon

About Brandon

I am the Principal Owner of Pacific Advisors, a financial services firm with the mission is to help people financially produce and support a good life for the rest of their lives. With over 20 years in leadership positions in small businesses and Fortune 500 companies, I view myself as a thought leader of the financial industry and have a vision to elevate financial practices to achieve lifetime freedom. I have a deep-rooted entrepreneurial spirit which drove my desire to create a financial service firm that differentiates the marketplace. At Pacific Advisors, we foster a unique culture where financial professionals are treated like clients and offer personalized concierge services to navigate their financial journeys. Our core values, represented by the acronym DEEDS, guide us: Do the right thing: Always prioritize clients\' best interests. Elevate the community: Actively engage in impacting our community. Embrace teamwork: Believe in the power of collaboration. Drive improvement: Focus on innovation and growth. Solve problems: Be exceptional problem solvers for clients. Over the past 15 years, I\'ve led and grown the largest team in MassMutual Northern California, providing comprehensive financial services including planning, asset management, wealth accumulation, risk management, insurance, and estate planning. I\'ve been a well-rounded leader with a strong background in finance, real estate development, and entrepreneurship. I founded marketing, advertising, event planning, and original content management companies in Los Angeles where I currently sit on the Board for marketing agency, PCA. I also entitled, underwrote, and acquired residential real estate development projects with Warmington Homes and Stonebridge Development. My consulting skills were built at PriceWaterhouse Coopers and my investment knowledge was built through my experiences as an independent RIA and with private client investments and corporate cash management at Morgan Stanley and Merrill Lynch. I\'ve served as President of NAIFA Silicon Valley and San Francisco, and as Director of Career Development for FPA San Francisco. I hold a Legal Studies degree from U.C. Berkeley, an MBA from SCU, and designations as a CFS and CLTC. Based in San Francisco, my personal goal is to make a positive impact on the community. I enjoy outdoor activities, travel, and actively engaging with others. Pacific Advisors allows me to apply my entrepreneurial mindset to create positive change while having fun. CA Insurance Lic.#0G24911 State of Domicile: CA and NY/COMPLIANCE:20•••79/

Experience

1. Principal Owner

   Pacific Advisors

   May 2023 — Present · San Francisco, CA, US

   Registered Principal and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ:2875 Michelle Dr.#110, Irvine, CA 92606, 90••••••00. Securities products and advisory services offered through PAS, member FINRA, SIPC. General Agent of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. CA Insurance License Number - 0G24911. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.

Education

• University of California, Berkeley

  BA, Legal Studies

• Santa Clara University Leavey School of Business

  MBA, Finance & Accounting

Skills

• Financial Modeling
• Financial Planning
• Financial Analysis
• Private Equity
• Mergers & Acquisitions
• Entrepreneurship
• Portfolio Management
• Mergers
• Valuation
• Employee Benefits
• Real Estate Development
• Disability Insurance
• Finance
• Securities
• Executive Management
• Insurance
• Due Diligence
• Strategic Planning
• Retirement Planning
• Corporate Finance
• Marketing
• Asset Management
• Strategy
• Retirement
• Strategic Financial Planning
• Banking
• Mutual Funds
• Risk Management
• Investments
• Asset Managment
• Real Estate
• Business Development
• Wealth Management
• Financial Advisory
• Small Business
• Equities
• Financial Services