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Bart Pearce
Business Name:
Pacific Advisors
Business Description:
Bart's Mission is to have clients feel confident about their financial future. He helps build, invest and protect their assets so they can enjoy the life and retirement that they have envisioned for themselves and their family. Bart is committed to providing his clients a full range of financial capabilities, knowledge and resources tailored for their individual situation.
How Business Creates Value:
Bart's clients recognize his ability to help them envision their financial future, then step by step, build towards that future. He does this by showing them a clear picture of where they are today. and listening to their concerns for tomorrow. By recognizing their desires and spotting the things that must change, he can help them build financial wealth.
Specialty
Individuals, Business Owners and High Net Worth Families in the area of Wealth Management, Retirement, Risk Protection, and Estate Planning.
Background
Bart grew up in the Midwest and moved to California in the 1980's. He majored in Broadcasting and Business in college and went on to serve in several senior executive positions in the entertainment industry. Bart started his wealth management practice over a decade ago and has received the Retirement Income Certified Professional (RICP) and the Life Underwriting Training Council Fellow (LUTCF) designation from the American College of Financial Services. He has been awarded the Quality Award for Life Insurance and Annuities by the National Association of Insurance and Financial Advisors (NAIFA).. Bart is also a member of the Million Dollar Roundtable (MDRT).. He resides in South Pasadena, CA with offices in Claremont, CA
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 333 N Indian Hill Blvd. Claremont, CA . 91711, ph# 909.399.1100 . Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is a directly owned subsidiary of Guardian. Pacific Advisors LLC is not an affiliate or subsidiary of PAS or Guardian Life Insurance Company of America New York, NY Pacific Advisors LLC is not a Registered Investment Advisor.2022-140550 Exp 07/24 . CA Insurance License #0H26289
Contact Information
Phone
951-284-4162
Website
Skills
- Wealth Management
- Retiremint Planning
- Estate Planning
- Risk Proctecton
Credentials
- LUTCF (Life Underwriting Traning Council Fellow)
- CA Life and Health Insurance License
- FINRA Series 7, 6, 65, 63 Securities Lincenses
- TEAM Member Since 2017
- RICP (Retirement Income Certified Professional)
Interests
- Auto Racing, Wine Collecting, Travel, Sports
Experience
- Over a Decade of experience in Financial Planning and Wealth Management
- 20+ years in Senior Executive positions in both Public and Private Companies
- Founded two successful Start Ups in the Broadcasting Industry