Experience

Pacific Advisors

• United States
• Financial Services
• 100 - 200 Employee

• Financial Advisor

  • Apr 2016 - Present

  Roseville, CA First Umang listens to your unique vision for a good life and what is important to you. Then I guide you through a financial decision making process across three distinct strategies: Protection, Sufficiency, and Surplus – Protection to plan for the unexpected; Sufficiency to plan for the expected, and Surplus to plan for more than you expected. Implementing a plan for lifelong financial confidence.

• Financial Advisor

  • Apr 2016 - 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. Pacific Advisors is not an affiliate or subsidiary of PAS or Guardian. Pacific Advisors is not registered in any state or… Show more 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. 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. CA Insurance License Number - 0K68849. 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.



Edward Jones

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • Apr 2015 - Jan 2016

  Sacramento, California Area Deliver personalized investment solutions to help clients work toward their long-term financial goals. Develop and deepen client relationships. A consultative, individualized approach to addressing their financial needs, including education savings, retirement planning and insurance needs Individualized recommendations focused on a diversified mix of investments tailored to them Personalized attention and prompt answers to financial questions and concerns Face-to-face meetings, if… Show more Deliver personalized investment solutions to help clients work toward their long-term financial goals. Develop and deepen client relationships. A consultative, individualized approach to addressing their financial needs, including education savings, retirement planning and insurance needs Individualized recommendations focused on a diversified mix of investments tailored to them Personalized attention and prompt answers to financial questions and concerns Face-to-face meetings, if that is preferred Regular meetings, at least annually, for portfolio review and to discuss any changes in life goals Clear, complete explanations of investments and recommendations Show less



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Personal Banker

  • Apr 2014 - Feb 2015

  Sacramento, California Area Building relationships with your customers and finding the right products and services to meet their financial needs. Find satisfaction in offering the right financial products and services to help customers meet their financial needs such as saving for college, buying a home, and planning for retirement. Building and managing lifelong customer relationships Understanding customers’ financial needs and showing them how to get the greatest possible value from our products and services