Please join Pacific Advisors for their last financial wellness webinar of 2020!
“5 Tips to Supercharge your Financial Outlook”
Monday, November 16, 2020
6:00PM - 6:30PM
Register here:
https://us02web.zoom.us/meeting/register/tZAtd-qtrD8tH9cr_TiDbe0oLgZYGNgiObYe
Previous Seminars
"A few minutes about the rest of your life"
Monday October 26 at 6pm
https://us02web.zoom.us/meeting/register/tZMlcuiprz4sHdBKy5qG23S67TfniAzr0I7-
"Know Your Student Loan Options"
Monday, September 21 at 6pm
https://us02web.zoom.us/meeting/register/tZcsde2qqDMpE9KSOFbk-TjH8nry-yt16Ae7
Meet the Experts: Pacific Advisors
The presenters of the Pacific Advisors Webinars include hosts Michael Mares and Christine Lapidus and feature specialists from the Pacific Advisors team of financial experts.
Michael A. Mares
CA Insurance License #0F29701
Mobile: 626-664-3340
Fax: 626-568-1613
Email: michael.a.mares@gmail.com
Gilbert Z. Mares & Associates, Inc.
P.O. Box 80451
San Marino, CA 91118
Michael works closely with clients to learn about their dreams and aspirations. Michael works with his clients to develop a plan to achieve those goals and safeguard what matters most to them along the way. He coordinates with the client's team of trusted advisors to ensure that strategies are properly aligned with stated goals.
Michael graduated from the University of California, Berkeley with a degree in Political Science.
Christine Lapidus
CA Insurance License #0H84858
Mobile: 818-920-8395
Fax: 323-556-0095
Email: christine_lapidus@pacificadvisors.com
Pacific Advisors, LLC
8383 Wilshire Blvd., Suite 212
Beverly Hills, CA 90211
Christine Lapidus is a Financial advisor and Financial Professional with Pacific Advisors in Beverly Hills, California.
Having had several of her own successful businesses has given her a special perspective on financial health. She brings this to bear for each of her clients by teaching the important fundamentals she’s learned and encouraging them to see the holistic picture of their finances. She teaches strategies to help protect and grow a client's wealth potential, helping them understand the many myths about money that pervade modern life.
Commitment to Education - With her business experience, her securities licenses, and the expertise of the entire Pacific Advisors team, Christine helps her clients pursue any goal they explore together in both their personal financial lives and the “lives” of their practices and businesses.
Michael and Christine bring special insight to Medical Professionals regarding School Debt for young professionals, Practice Acquisition and Planning for more experienced practitioners, and Disability and Practice Insurance.
The Pacific Advisors pool of financial experts includes Business Planning, Executive and Owner Benefits, Individual Planning, Estate Planning, Tax Insights, Enterprise Valuations, and Business Exit Strategies.