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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Contact me today to learn more
06/03/2026

Contact me today to learn more

For many business owners today, retirement planning is important for both their own and their employees’ financial future

06/01/2026

Many Americans are unprepared for an emergency. It's important to make sure you’re covered for things that could pop up unexpectedly

Information vs. instinct. Are your choices based on evidence of emotion? This piece helps answer those questions.
05/29/2026

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

Information vs. instinct. Are your choices based on evidence of emotion?

What does a healthy relationship with money look like? The Guardian Study of Financial and Emotional ConfidenceTM has an...
05/27/2026

What does a healthy relationship with money look like? The Guardian Study of Financial and Emotional ConfidenceTM has answers – and insight on financial role models.

Insurance isn’t always top of mind, but it can help protect you and give you confidence, so you can focus on your life.

Tips to help women become more confident in financial decision-making and set themselves up for a healthy financial futu...
05/25/2026

Tips to help women become more confident in financial decision-making and set themselves up for a healthy financial future.

Protection is the cornerstone to a bright future. Check out Nick Carlson’s journey to protecting the financial future fo...
05/22/2026

Protection is the cornerstone to a bright future. Check out Nick Carlson’s journey to protecting the financial future for his family.

Watch Nick's journey to protect his family's future

We are incredibly honored and grateful to share that Pacific Advisors Bakersfield has been nominated for Small Business ...
05/21/2026

We are incredibly honored and grateful to share that Pacific Advisors Bakersfield has been nominated for Small Business of the Year at the North of the River Chamber of Commerce Community Awards.

To be recognized alongside so many amazing local businesses is truly meaningful to our team. At the heart of what we do is serving our community, building lasting relationships, and helping families and businesses create a good life for the rest of your life.

Thank you to our clients, community partners, friends, and families for your continued trust and support. We are proud to serve Bakersfield and grow alongside this incredible community. 💙
www.kern-advisors.com

Struggling to save money? These tips can help make it easier
05/20/2026

Struggling to save money? These tips can help make it easier

Try these simple steps to transform from being a spender to a saver

Consumer interest in annuities has never been higher. So what are annuities and why do so many people want them?
05/18/2026

Consumer interest in annuities has never been higher. So what are annuities and why do so many people want them?

A changing retirement landscape and uncertain economic times are fueling demand for guaranteed retirement income.

It’s human nature to want long-term financial confidence. But rather than crash and burn in a market bubble, here are so...
05/15/2026

It’s human nature to want long-term financial confidence. But rather than crash and burn in a market bubble, here are some ideas on how to build a solid investment portfolio.

Ideas on how to build a solid investment portfolio.

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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