Rich Beckley

About Rich Beckley

Certified Financial Planner Practitioner.* Retirement Income Certified Professional.I help people organize their financial life and offer comprehensive financial strategies for wealth protection, accumulation, and distribution. My holistic approach to awareness, understanding, education, and advice in a variety of areas serves to guide my clients to proper financial decision making by providing recommendations, implementation, and ongoing monitoring and management of suitable strategies, products, and programs for financial stability and financial confidence.Business owners appreciate my extensive experience and knowledge in many areas of employee benefits and executive benefits. I offer guidance and support for review and analysis of plan design recommendations and alternatives, and I lead the implementation of a variety of programs to accomplish a combination of tax-advantaged strategies and protection benefits for both business owners and employees.SPECIALTIES:* Insurance Planning - life, disability, long-term care, health.* Retirement Planning - income annuities, IRA\'s* Investment Planning - mutual funds, stocks, managed accounts* Qualified Retirement plans - 401(k), profit sharing/COMPLIANCE:20•••14/

Experience

1. Financial Advisor

   Pacific Advisors

   Present

   Registered Representative 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. 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. 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 - 07•••35, AR Insurance License Number - 779270. 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

• Arizona State University

  B.S.

  1983 — 1987

Skills

• 401(K)
• 401(K) Retirement Savings Plans
• Retirement
• Small Business
• Variable Annuities
• Strategic Planning
• Fixed Annuities
• Iras
• Disability Insurance
• Employee Benefits
• Business Planning
• Wealth Accumulation
• Financial Advisory
• Ira's
• Securities
• Investments
• Retirement Planning
• Financial Services
• Qualified Plans
• Life Insurance
• Finance
• Long-Term Care