Jeffrey Schwartz, Pacific Advisors

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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11/19/2025

Have you considered how your new career will impact your finances? Here are some ideas to help manage the financial complexities.

11/17/2025

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.

11/14/2025

Starting out in your career? These tips can help you figure out how to manage your finances

Saving for college doesn’t have to be as complicated as college itself.
11/12/2025

Saving for college doesn’t have to be as complicated as college itself.

Here's a crash course on saving for college.

Retirement may change your perception of investment risk.
11/10/2025

Retirement may change your perception of investment risk.

A change in your mindset during retirement may drive changes to your portfolio.

If your finances have you feeling stressed, these smart money practices can help increase your financial and emotional c...
11/07/2025

If your finances have you feeling stressed, these smart money practices can help increase your financial and emotional confidence.

These eight strategies can help you confidently decrease your financial stress and boost your well-being

Join us as we celebrate the Grand Opening of the Stockdale River Ranch Community Park — the 25th park in the North of th...
11/05/2025

Join us as we celebrate the Grand Opening of the Stockdale River Ranch Community Park — the 25th park in the North of the River Recreation and Park District! 🌳✨

We’re proud to mark this milestone for our community and highlight the continued growth of Bakersfield’s parks. This achievement reflects the strong partnerships and shared commitment that continue to strengthen the North of the River community.

We hope to see you there as we celebrate another beautiful space for families, recreation, and connection!

www.kern-advisors.com

If you had guaranteed income, how would you spend your days? An annuity offers the opportunity to find out, and it is a ...
11/05/2025

If you had guaranteed income, how would you spend your days? An annuity offers the opportunity to find out, and it is a flexible tool to establish future income.

If you had guaranteed income, how would you spend your days? An annuity offers the opportunity to find out.

11/03/2025

Information vs. instinct. Are your choices based on evidence of emotion? This piece helps answer those questions.

Retirement can open a whole new range of opportunities to make a difference and have an impact on the world.
10/31/2025

Retirement can open a whole new range of opportunities to make a difference and have an impact on the world.

What's better—a 30-year or 15-year fixed-rate home mortgage? The answer may surprise you.
10/29/2025

What's better—a 30-year or 15-year fixed-rate home mortgage? The answer may surprise you.

Estimate the total cost in today's dollars of various mortgage alternatives.

Financial Independence, Retire Early (FIRE), also known as radical savings, encourages aggressive saving to retire by ag...
10/27/2025

Financial Independence, Retire Early (FIRE), also known as radical savings, encourages aggressive saving to retire by age 40. But there may be a better approach.

FIRE method encourages aggressive saving to retire by age 40. But there may be a better approach.

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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