Matthew Shipman Email and Phone Number
Matthew Shipman work email
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Matthew Shipman personal email
As a Managing Partner at Pacific Advisors, I am responsible for managing our Advisor Performance Group (APG), our wealth management team and compliance team. I am tasked with growing the investment and advisory services division through acquisition, recruiting, and training and development. Pacific Advisors currently has over $4 billion dollars in assets administered. In addition to my leadership roles, I am a practitioner. My team and I help serve successful individuals and business owners that are close to, at or have entered retirement. We specialize in creating individually designed, tax-efficient retirement income strategies. I have presented retirement strategies to executives, managers and employees of leading technology, bioscience, architectural, and pharmaceutical companies.When I am not servicing my clients and advisors, and wife Alexandra and I are spending time with our two pups and preparing for the birth of our son./COMPLIANCE:2024-2585/
Pacific Advisors
View- Website:
- pacificadvisors.com
- Employees:
- 271
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Managing PartnerPacific Advisors Feb 2013 - PresentSan Diego, CaliforniaRegistered Principal 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. General Agent of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Pacific Advisors is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through One Pacific Financial &… Show more Registered Principal 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. General Agent of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Pacific Advisors is not an affiliate or subsidiary of PAS or Guardian. 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 - 0E28318.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. Show less
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Senior Vice PresidentThe Pollakov Financial Group, Inc. Dec 2003 - Feb 2013
Matthew Shipman Skills
Matthew Shipman Education Details
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Entrepreneurship And Strategic Management -
University Of The West Of EnglandFinance, General
Frequently Asked Questions about Matthew Shipman
What company does Matthew Shipman work for?
Matthew Shipman works for Pacific Advisors
What is Matthew Shipman's role at the current company?
Matthew Shipman's current role is Managing Partner.
What is Matthew Shipman's email address?
Matthew Shipman's email address is ma****@****ors.com
What schools did Matthew Shipman attend?
Matthew Shipman attended University Of North Texas, University Of The West Of England.
What skills is Matthew Shipman known for?
Matthew Shipman has skills like Retirement Planning, Life Insurance, Investments, Disability Insurance, 401k, Estate Planning, Leadership, Strategic Financial Planning, Employee Benefits, College Education Planning, Retirement Plan Consulting, Charitable Gift Planning.
Who are Matthew Shipman's colleagues?
Matthew Shipman's colleagues are Antoinette Witte, Jesse Prieto, Lisa Sawoya, Wendy Campbell, Dave Culler, Beck Grabau, Rachael Miller.
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Matthew Shipman
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Matthew Shipman
Washington Dc-Baltimore Area2mckinsey.com, oasismarinas.com -
Matthew Shipman
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