Our history dates back to 1862, with the first West-coast office of Guardian; today Pacific Advisors serves more than 60,000 clients throughout the country. Our team is comprised of more than 150 advisors and specialists, 2,000+ active brokers, dozens of staff, and an international network of resources and support.

We bring in-depth knowledge and understanding of tax laws, financial services, investments, insurance, and countless strategies needed to build an effective financial foundation for you. Our firm has access to a full range of investment, insurance, retirement, and enterprise products and services, which we combine into coordinated asset strategies tailored specifically to your objectives. 


Insurance

Investment Management

Pacific Advisors

Pacific Advisors' headquarters in Claremont, CA, United States

Kelly Kidwell

Matt Beaman

Jose Molina

Stacy McCann

Ryan Jewell

Rachael Miller

Laura Mendoza

Financial Services Team

Leadership Team

Marketing Team

Pacific Advisors

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Financial Services Team

Leadership Team

Marketing Team

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