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

Stacy McCann

Ryan Jewell

Rachael Miller

Laura Mendoza

The Financial Services Team at Pacific Advisors is dedicated to delivering personalized financial guidance and strategies tailored to each client's unique needs. Comprised of skilled financial representatives and specialists, the team provides expertise in investments, insurance, tax laws, and retirement planning, working closely with clients to develop comprehensive asset strategies that build a solid financial foundation and help achieve long-term objectives.

Financial Services Team

The Leadership Team at Pacific Advisors is responsible for setting the strategic direction and operational excellence of the firm. Comprising the CEO, Managing Directors, and the Chief Operating Officer, this team collaborates to drive growth, innovate service offerings, and ensure the alignment of company objectives with client needs, while maintaining the highest standards of financial advisory practices. Their collective expertise guides the organization in navigating complex financial landscapes and enhancing client experiences across the nation.

Leadership Team

The Marketing Team at Pacific Advisors is responsible for developing and executing strategic marketing initiatives to enhance brand visibility and support client engagement. They coordinate marketing campaigns, manage communications, and create educational resources to effectively showcase the company’s diverse financial services and solutions. By collaborating closely with advisors and leveraging market insights, the team ensures that Pacific Advisors’ offerings are effectively promoted to current and potential clients, driving growth and client satisfaction.

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Pacific Advisors

Org chart

Teams

Financial Services Team

Leadership Team

Marketing Team

Offices

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Pacific Advisors

Org chart

Teams

Financial Services Team

Leadership Team

Marketing Team

Offices

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