Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
The Pacific Advisors office in Bakersfield is owned by Jeffrey M. Schwartz. Jeff was born in New York, raised mostly in Southern California, and has a degree in organic chemistry from the University of California at Berkeley. He...
Donna is administrator for the Pacific Advisors office in Bakersfield, California. She is also a broker, but her primary duties are managing all the support activities, including employees, for the office.She is a graduate of the...
Mimi is the Administrative Assistant for the Pacific Advisors office in Bakersfield, California.Her primary duties are to assist clients with all questions, attend meetings, prepare all paperwork for the client to be ready when they...
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.