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 resides in Bakersfield, CA with his wife, Donna. He has 4 children and 6 grandchildren. He is a Financial Advisor and has been in the insurance business for 39 years. He was a 3-time President of the Bakersfield Life Underwriters Association. He has been with Guardian / Pacific Advisors for 31 years.
At Pacific Advisors, we use a system called The Living Balance Sheet® to help our clients. This system is all about Protection First. Next comes Savings and Liquidity. Then we can talk about investing and reducing debt. By using this order, if anything bad happens (long-term illness, disability, death), our clients’ families will still be OK.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). CA Insurance License #0647683.
The Living Balance Sheet® (LBS) and the LBS logo are service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. © Copyright 2005-2022 Guardian