Andrea Schaffer is a seasoned Financial Advisor at Pacific Advisors, where she leverages her extensive expertise in wealth management and retirement planning to guide clients toward achieving their financial goals. As a Registered Representative of Park Avenue Securities LLC, Andrea is dedicated to providing tailored...
Andrea Schaffer is a seasoned Financial Advisor at Pacific Advisors, where she leverages her extensive expertise in wealth management and retirement planning to guide clients toward achieving their financial goals. As a Registered Representative of Park Avenue Securities LLC, Andrea is dedicated to providing tailored financial solutions that encompass a wide array of services, including fixed annuities and advanced tax mitigation strategies. Her role involves not only crafting personalized financial plans but also educating clients on the intricacies of investment options and the importance of strategic financial decision-making.
Currently, Andrea is spearheading several key projects aimed at enhancing financial literacy among women entrepreneurs, recognizing the unique challenges they face in wealth accumulation and management. Her commitment to empowering women-owned businesses is reflected in her innovative marketing strategies and public speaking engagements, where she shares insights on effective financial planning and tax strategies. Andrea’s leadership in these initiatives underscores her belief in the transformative power of financial education.
In addition to her client-facing responsibilities, Andrea is actively involved in compliance and regulatory matters, ensuring that all financial products and advisory services align with industry standards. Her affiliation with The Guardian Life Insurance Company of America® further enriches her ability to provide comprehensive insurance solutions, reinforcing her holistic approach to financial advising. With a strong foundation in both technical knowledge and interpersonal skills, Andrea Schaffer continues to make a significant impact in the financial services industry, helping clients navigate the complexities of their financial journeys with confidence and clarity.
