Bart Pearce at Pacific Advisors

Bart Pearce at Pacific Advisors Financial Advisor Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). PAS is a wholly owned subsidiary of Guardian.

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. 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 - 0H26289. This award is not issued by Guardian or its subsidiaries. The annual Forbes ranking of Best in State Top Financial Security Professionals 2024, 2025 is based on criteria developed and obtained by SHOOK Research, LLC. No compensation was provided in connection with obtaining this rating; however, advisors may choose to pay fees to Forbes and Shook for premium listing features; including, usage rights of the ranking logo. Past performance is not an indication of future results. 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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The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
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The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.

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Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
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Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

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69% of women live without a spouse or partner. If you are a woman, you need to have a financial strategy. Read more in our infographic:

Learn more about women taking control of their finances with this infographic.

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People often think their expenses will decline in retirement. But that may not be the case.

Have you heard about the new contribution limits from the IRS? Read about it in our article.
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There are four basic steps to calculating the value of an estate.

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Address

2875 Michelle Drive Suite 110
Irvine, CA
92606

Telephone

+19512844162

Website

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