Jeffrey Schwartz, Pacific Advisors

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Jeffrey Schwartz, Pacific Advisors Specializes in Estate Planning Strategies*, and Retirement Strategies for individuals, and small business owners. Medical Insurance**;Covered CA

Our current focus is Retirement Strategies and Estate Planning Strategies* for individuals and businesses. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 2875 Michelle Dr. #110, Irvine, CA 92606, 909-399-1100. Securities products and advisory services offered through PAS, member FINRA, SIPC. Pacific Advisors is not an affiliate or subsidiary of PAS. This firm is an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. 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 - 0647683. 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.
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What do you think your retirement will be like? Attitudes are changing, and many are working in their golden year.
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What do you think your retirement will be like? Attitudes are changing, and many are working in their golden year.

Around the country, attitudes about retirement are shifting.

Looking to find calm during volatile markets? Consider ways to diversify
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Looking to find calm during volatile markets? Consider ways to diversify

During volatility, avoid “panic moves” and consider ways to diversify, including annuities and whole life insurance

The savings rate is the government’s estimate of how much U.S. households are saving.
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The savings rate is the government’s estimate of how much U.S. households are saving.

What can be learned from the savings rate?

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Have a kid heading off to college? Here are a few tips.

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

Stay-at-home spouses and gig workers add value to the family’s finances. Here’s how to help make sure they’re protected
10/14/2026

Stay-at-home spouses and gig workers add value to the family’s finances. Here’s how to help make sure they’re protected

How to help make sure your family is covered financially should something happen to either spouse

Improving your finances can seem like a daunting task. But it's ok to start small! Check out these 7 simple actions you ...
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Improving your finances can seem like a daunting task. But it's ok to start small! Check out these 7 simple actions you can take this week that may help you reach your financial goals.

Take these seven simple actions to improve your finances this week

You may think preparing for a natural disaster includes packing a bag with food, water, and some of your possessions. Bu...
10/09/2026

You may think preparing for a natural disaster includes packing a bag with food, water, and some of your possessions. But it should also include gathering financial documents, reviewing insurance policies, and getting cash. Check out these steps that

Incorporating financial preparedness into your disaster plans may help you handle the aftermath with more resilience

Millennials are at a busy phase in life, growing their careers and potentially growing their families as well. But it’s ...
10/07/2026

Millennials are at a busy phase in life, growing their careers and potentially growing their families as well. But it’s important they don’t forget to take some time to inventory their finances and help ensure they’re on the right track to balance to

Learn how the decisions you make today can help you reach your financial goals

A disability could keep you from work and increase costs. How can you protect yourself?
10/05/2026

A disability could keep you from work and increase costs. How can you protect yourself?

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Starting and running a small business takes hard work but there are steps you can take to make it easier. Discover finan...
10/02/2026

Starting and running a small business takes hard work but there are steps you can take to make it easier. Discover financial hacks to reduce stress and keep your business running smoothly.

Discover financial hacks to help reduce stress and keep your business running smoothly

Address

5401 Business Park S, Ste 223
Bakersfield, CA
93309

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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