David Reardon

David Reardon Email and Phone Number

Reardon & Associates - Enabling Clients to Live that Good Life, for the Rest of their Lives... @ Pacific Advisors
claremont, california, united states
David Reardon's Location
Greater Phoenix Area, United States
David Reardon's Contact Details

David Reardon personal email

About David Reardon

For successful professionals and business owners, growing and protecting wealth is the priority. Protecting assets, maximizing tax efficiencies and preserving wealth is more than an assumption. The reality is that it takes planning to protect assets and even more effort to ensure that strategies are in place to build wealth from current cash flow, using tax efficiencies to recapture what otherwise might be lost.I work with professionals and business owners to leverage the power of planning to protect assets, plan for income sufficiency and unlock surplus profits that can be used to help build and grow a rock solid personal balance sheet. I apply a process that allows us to evaluate the various elements of tax exposure that can affect net income, create a comprehensive financial plan that protects assets and manages risk, implement the plan and continue to manage and assess the expected return of investments, assets and various elements of the plan.I’m always interested in talking with those who want to learn and have goals to achieve. Please do not hesitate to reach out to me directly.As a recent transplant to the Prescott Arizona area, I am blessed to enjoy the activities this location offers. When I'm not meeting with clients here or in my California offices, you’ll often find me with our two sons (when they are available) and my wife, spending time with friends sailing, kayaking or hiking and exploring in the local forests and mountains. Specialties: Wealth Preservation. Tax Efficient Strategies. Roth IRA Conversion. Estate Planning.Comprehensive Financial Services for Professionals, Business Owners and Individuals/COMPLIANCE:2023-5679/

David Reardon's Current Company Details
Pacific Advisors

Pacific Advisors

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Reardon & Associates - Enabling Clients to Live that Good Life, for the Rest of their Lives...
claremont, california, united states
Employees:
271
David Reardon Work Experience Details
  • Pacific Advisors
    Financial Advisor
    Pacific Advisors 2010 - Present
    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. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Reardon & Associates Insurance and Financial Services is not an affiliate or subsidiary of PAS or Guardian. Pacific Advisors is not an affiliate or subsidiary of PAS or Guardian. Pacific Advisors is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. 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. The Living Balance Sheet® (LBS) and the LBS Logo are service marks of Guardian. © Copyright 2005-2020 Guardian. CA Insurance License Number - 0G63903.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. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or otherwise act in a fiduciary capacity.
  • Pacific Advisors
    Financial Advisor
    Pacific Advisors 2010 - Present
    I have always had a passion for planning with a deep interest in finance, estate planning and economics. Now, as part of a team of financial professionals, I am able to combine knowledge of financial concepts with my ability to listen to and understand the ambitions of clients and leverage the tremendous experience on staff at Pacific Advisors. The result is an integrated approach, which leads to financial balance for clients during the changing stages of their lives. People choose to work with me because I demonstrate integrity, sincerity, excellence, and reliability.
  • Reardon & Associates - Planning For A Good Life, For The Rest Of Your Life...
    Owner And Financial Advisor, Retirement Income Certified Professional (Ricp)
    Reardon & Associates - Planning For A Good Life, For The Rest Of Your Life... Dec 2017 - Present
    Prescott, Az, Claremont Ca, Rancho Cucamonga Ca And Greater Inland Empire
    I work with Business Owners, Professionals and Entrepreneurs to leverage the power of planning to protect assets, plan for income sufficiency and unlock surplus profits that can be invested alongside their business. I apply a process that allows us to evaluate the various elements that can affect the profits and tax exposure of a business, create a comprehensive financial plan that protects assets and manages risk, implement the plan and continue to manage and assess the expected return of investments, assets and various elements of the plan.
  • Hawk Ridge Systems
    Account Manager
    Hawk Ridge Systems Jan 2009 - 2010
    Software Sales:SolidWorks Mechanical Design Software for Design and Simulation (Finite Element Analysis)Product Data Management software for Workgroup and Enterprise SolutionsDocumentation and Collaboration Software for Mfg Instructions, User Manuals, Field Service, etc.
  • Integrated Media Technologies, Inc. (Imt)
    Senior Account Manager
    Integrated Media Technologies, Inc. (Imt) Mar 2008 - Jan 2009
    Integrated Media Technologies Inc. (IMT) is a leading provider of products and services for video, storage, and information technology consulting. IMT’s unique value is built on a team of award winning media technology professionals, engineers, software developers, architects, and account executives dedicated to solving each customer’s technology problems with innovative and cost effective solutions in partnership with the world’s best technology companies.
  • Drivecam
    Sales Representative
    Drivecam Feb 2007 - Nov 2007
    Sold Driver Safety solution to corporations with large automotive fleets. Targeted companies with fleets up to 20,000 vehicles nationwide. Solution included exception based camera to record risky driving events and ongoing managed service. Tasked with identifying, qualifying and closing target accounts nationwide (ie, Anheuser-Busch, Kellogg Company, Consolidated Edison of NY).
  • Sun Microsystems, Inc.
    Sales Representative
    Sun Microsystems, Inc. Jul 1999 - Feb 2007
    Sold Sun storage and servers to commercial accounts. Increased revenue in territory from $1.0 million to approximately $19M. Managed general business for Sun across part of greater LA, Successfully tasked with repairing and turning around Sun relationship in key accounts.
  • Silicon Graphics, Inc.
    Sales Representative
    Silicon Graphics, Inc. Jul 1996 - Jul 2000
    Managed territory sales and resellers in geography across varied application environments. Successfully sold servers and storage. Increased revenue from approximately $3 million to $15+ million. Responsible for emerging market sales in Riverside, San Bernardino, Orange and San Diego Counties
  • Rand Technologies
    Sales Representative
    Rand Technologies Sep 1990 - Jun 1996
    Sold Parametric Technology design and manufacturing software solutions. Opened territories that generated over $4.8 million in sales of CAD/CAM/CAE systems. Created and developed the largest accounts in the sales region. Responsible for developing critical references in high profile accounts (Walt Disney, Nissan, Toro, Kwikset). Increased territory sales volume by over 100%.
  • Triad Systems Corporation
    Sales Representative
    Triad Systems Corporation Jun 1988 - Sep 1990
    Sold business management solutions to automotive aftermarket. During 1.5 quota years with company, continuously achieved sales in excess of 110% of $360,000 annual quota.

David Reardon Skills

Charitable Giving Strategies Buy Sell Agreements Retirement Income Strategies College Savings Plans Retirement Plan Distribution Wealth Preservation

David Reardon Education Details

Frequently Asked Questions about David Reardon

What company does David Reardon work for?

David Reardon works for Pacific Advisors

What is David Reardon's role at the current company?

David Reardon's current role is Reardon & Associates - Enabling Clients to Live that Good Life, for the Rest of their Lives....

What is David Reardon's email address?

David Reardon's email address is dp****@****ail.com

What schools did David Reardon attend?

David Reardon attended California State Polytechnic University-Pomona.

What skills is David Reardon known for?

David Reardon has skills like Charitable Giving Strategies, Buy Sell Agreements, Retirement Income Strategies, College Savings Plans, Retirement Plan Distribution, Wealth Preservation.

Who are David Reardon's colleagues?

David Reardon's colleagues are Patrick Crader, Toni Witte, Mayra Montoya, Janis Bride, Jessica Amaya, Ethan Moore, May Liu.

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