As the holiday season approaches, we at One Pacific Financial would like to express our sincere gratitude to our incredible community. Your continued trust, collaboration, and commitment have made this year unforgettable. We’ve achieved so much together, and we’re excited about the opportunities ahead in the new year. Thank you for being a vital part of our journey. We wish you and your loved ones a joyful, peaceful, and prosperous holiday season. Here’s to a bright future together! 💙✨ #OnePacific #AGoodLifeForTheRestOfYourLife #Gratitude #HappyNewYear #HappyHolidays
One Pacific Financial & Insurance Solutions LLC
Financial Services
Irvine, California 191 followers
Our mission is to help people financially produce and support a good life for the rest of their lives.
About us
One Pacific Financial & Insurances Solutions LLC is an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Securities products offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 2875 Michelle Dr. Suite 110 Irvine, CA 92606, 909-399-1100. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. This firm is not an affiliate or subsidiary of PAS. CA Insurance License #0K12914. 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. 2024-170950 Exp 3/26.
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Irvine, California
- Type
- Public Company
Locations
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Primary
2875 Michelle Dr. Suite 110 Irvine, CA 92606
Suite 110
Irvine, California 92606, US
Employees at One Pacific Financial & Insurance Solutions LLC
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Mark Swenson CLTC®
Are you truly CONFIDENT in your financial strategies? Are you SAFE enough? Growing fast enough? Are Taxes an issue now or in the future? Reduce your…
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Trevor Foley
Former advertising director turned financial services agent - helping advertising/marketing professionals build & protect their wealth
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Kenneth Aguilar
Financial Representative for the best life for you, today and the journey of life
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Jody Lentz
Updates
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Welcome to One Pacific, Ross Farrar! 😊 We’re thrilled to welcome Ross Farrar to our team! Ross spends his time playing music, publishing books, taking photos, and embracing the joys of fatherhood. Having performed over 1,000 live shows (without earplugs), he brings a unique perspective and discipline to his financial career. Ross is passionate about giving back through financial literacy and helping others achieve economic mobility. He aims to assist 70 households in his first year, sharing his commitment to service and respect. The best part of this career for Ross is the opportunity to serve others while enjoying the freedom to make a difference! Welcome aboard, Ross! We’re excited to see the impact you’ll make.✨ #NewTeamMember #Welcome #AGoodLifeForTheRestofYourLife #ACareerThatMatters
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Wishing you all a wonderful Thanksgiving! 💛🍂 #OnePacific #AGoodLifeForTheRestOfYourLife #Thankful #HappyThanksgiving
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🍂 November is Long-Term Care Awareness Month 🍂 Let’s raise awareness on the importance of planning for future care needs. Join us in empowering others to prepare with confidence. 😊💫 #PacificAdvisors #LTC #LTCI
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🍂 November is Long-Term Care Awareness Month 🍂 Let’s raise awareness on the importance of planning for future care needs. Join us in empowering others to prepare with confidence. 😊💫 #OnePacific #LTC #LTCI
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Avoiding retirement misconceptions is crucial for protecting yourself, your assets, and your loved ones. Set realistic retirement expectations and manage financial risk! 💡✨ Talking to a financial professional is the best way to learn the truth about planning for the future! Source: Fidelity viewpoints, April 2019 #RetirementPlanning #FinancialGoals #SecureYourFuture
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Welcome to One Pacific, Shawn Witham! 😊 We’re excited to introduce Shawn Witham, whose love for family, faith, and the outdoors shapes his approach to life and work. Shawn aims to help 200 families and 50 local businesses achieve clarity through strategic financial planning. Guided by the advice, "Don’t be afraid of growing slowly, be afraid of standing still," Shawn looks forward to making a meaningful impact in the lives of those he works with. Welcome aboard, Shawn! We look forward to seeing the difference you’ll make.✨ #NewTeamMember #Welcome #AGoodLifeForTheRestofYourLife #ACareerThatMatters
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Welcome to One Pacific, Taylor Castle! 😊 We’re excited to introduce Taylor Castle, who brings passion and a hands-on approach to our team. Taylor is an outdoor enthusiast who enjoys adventuring with his two boys, golfing, fishing, and playing or coaching hockey. A DIYer, he loves learning new skills and working with his hands. Inspired by the quote, "Being realistic is the most commonly traveled road to mediocrity," Taylor is driven to always push beyond his comfort zone in life and work. He’s eager to help clients reach key milestones and create a lasting impact on their financial futures. His goals include becoming a top specialist and a trusted financial professional at One Pacific Financial. Welcome aboard, Taylor! We're excited to see all you'll achieve. #NewTeamMember #Welcome #AGoodLifeForTheRestofYourLife #ACareerThatMatters
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Getting life insurance early can make all the difference. 🌟 Raising awareness and improving education helps more people secure the coverage they need to protect their future. ✨ #GetLifeInsurance #LIAM Source: 2020 Insurance Barometer Study, LIMRA
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Welcome to One Pacific, Karen Lee! We're excited to introduce Karen Lee, who brings a passion for exploration and a commitment to helping families achieve financial freedom. Karen's hobbies—traveling, reading, dining out, and prototyping new ideas—reflect her passion for exploring new experiences and perspectives. She is eager to become an expert in tax strategies, financial planning, and family protection. For Karen, the most rewarding part of this career is building lasting relationships with her clients and prioritizing their well-being. Welcome aboard, Karen!