Pacific Financial Group

Come Grow with Us. Our office values a growth mindset and fosters an entrepreneurial and collaborative atmosphere. Pacific Financial Group's stable, veteran management facilitates this environment to build a history and reputation you can be proud of as one of our financial planners, financial advisors and financial professionals.

Looking to Grow?

We’ve got your back with a robust group of turnkey lead, referral and marketing programs to grow your gross dealer concessions (GDC).

Our Open Architecture Platform

You have flexibility. No quotas, no expectation of proprietary products to recommend.

Win with Teaming

Be part of a team of individuals with complimentary skills to realize your vision.

Managing Director, Palo Alto, California

Linkedin Profile

As a Managing Director at Prudential Advisors, Brendan coaches top financial professionals in California and Hawaii and takes immense pride in empowering them to build a successful career centered around helping their clients. By building a diverse team, recruiting career changers as well as life-long financial professionals, we offer a collaborative environment where you can enjoy flexibility and personal fulfillment. Brendan looks forward to helping you take your career to the next level.

Regional Director, San Jose, CA

Linkedin Profile

Rex joined the financial services industry for two reasons: to make an impact in my community and to build something he can call his own. Rex has been in the business for over 18 years – half of his career was invested in building a practice as a financial advisor and the other half has been in leadership and management. As the Regional Director, Rex’s passion is working with financial planners, financial advisors and financial professionals to help them grow thriving practices.

On a day-to-day basis, as Regional Director, Rex leads training and practice development across the Northern California region, specifically around financial planning and sales processes for investment business, life insurance, and annuities. With financial planners, financial advisors and financial professionals that are new to Prudential, he is actively involved in their day-to-day progress. Together, they develop systems and processes so they know how to effectively run a financial services practice. With veteran financial planners, financial advisors and financial professionals, Rex works with them individually to build and implement systems to expand their business through teaming and joint work. With all of the financial planners, financial advisors and financial professionals, Rex is actively involved in their client meetings – from preparation, scripting, and post-meeting processes – to ensure their client meetings are successful.

Regional Director, Honolulu, HI

Linkedin Profile

Rosetta held the position of Director, Sales Support and Oversight at the Pacific Financial Group since 2010 before moving into the Regional Director role. As a Regional Director with Prudential, Rosetta's responsibilities include recruiting, selecting and developing high-quality Financial Professional Associates (FPAs). She supports our FPAs’ successes by working with them during sales calls and extending valuable feedback and training at their weekly coaching sessions. In addition, Rosetta assists FPAs in developing a marketing strategy that will help them reach their full potential. Having graduated with her MBA in Marketing and Management, Rosetta applies her knowledge and experience to her day-to-day tasks in her role in the Pacific Financial Group. Rosetta resides in Honolulu with her husband and two lovely daughters.

Regional Director, Walnut Creek

LinkedIn Profile

Daniel has been in the Financial Services industry for 13 years after spending 18 years in Retail Leadership. He has had many roles in his financial services career starting as an Insurance Agent, Financial Planner, Compliance Controls Officer, Training Director, Managing Sales Director and currently as a Regional Director. Daniel supports the office as a leads and teaming specialist. He also oversees the operations of the Walnut Creek Branch office. His role as Regional Director with Prudential Advisors is one he is very passionate about, as he has the opportunity to develop and coach financial planners, financial advisors and financial professionals to the next level of where their business is going. Daniel is very focused building community with friends and family as a devoted husband and father in his personal life.

Director, Sales Support & Oversight, San Jose, CAMBA, CLU®, ChFC®

Linkedin Profile

Elaine joined Prudential in 2006 as a Financial Professional Associate. She was promoted to be the Manager of Agency Training and then finally to the current position as Director, Sales Support and Oversight since 2013. She supports the office’s overall business operation and supervision, manages control policy and procedures, and supports financial planners, financial advisors, and financial professionals in their business practices and serves as a key contact between the field and home office partners. With her background in sales, training, and business operations, she provides multi-faceted support to the office and our financial planners, financial advisors and financial professionals.

Laura Takushi

Financial Planner

"Our office's training sessions have been a fantastic resource to help build and grow my business, such as building rapport with prospective clients, improving my client presentations, and creating sound business processes. Coupled with opportunities to partner with other advisors, I was able to gain additional insight and knowledge of all aspects of financial planning, and as a result expand my practice. Working with my Regional Director and others on the Management Team has helped me to continually improve and achieve success as a Financial Planner at Prudential."

Junna Liao

Financial Planner

“I came from a hard-working family who struggled with finances. I’m very grateful for the education and resources Prudential provides that allows me to empower individuals and the lifestyles they seek. I help individuals, couples and families create the stepping stones of their financial futures. They can count on me for joy, commitment and partnership.”

Arshia Zahabi

Financial Planner

“You can’t clap with one hand. Prudential brings you the other hand to clap by all means. Team work, support, friendly environment and leads are the key to my success in less than five years of joining this family.”

Anthony Rutigliano

Financial Planner

“One of the greatest benefits of being with Prudential has been the support and guidance my team & I have received both from corporate and our local office. The difference it has made in the development of our practice has been paramount, helping to enhance the success and growth of our wealth management office…I am very grateful to be part of such an incredible organization.”

Irma Quinones

Financial Planner, ChFC^®, CLU^®, FSCP^®, CLTC^®, LUTCF^®

"Coming to Prudential Advisors helped me grow my practice through education. I always believed in empowering my clients with the right information to help them take an active role in their financial decisions. The Pathways Financial Workshops allows my practice to reach more individuals, families and business owners helping them achieve financial solace, financial independence and became agents of change in their communities. Transforming America’s financial future one workshop at the time."

There are approx. 2,800 financial professionals with Prudential Advisors, aligned to 24 offices nationwide.

In 2023, we distributed 0.9 million leads and referrals to our financial professionals.*

23,000 Prospect Leads 712,000 Unaligned Leads

141,000 Referral Leads 3,000 Aligned Leads

Prudential Advisors AUM growth over the past 5 years*

Achieved Gross Dealer Concession (GDC) payout (by product)*

*As reported by Prudential Advisors Planning & Analysis team.

With our robust offering of over 15 turnkey lead and referral programs, you have access to a quality source of leads to help supplement your overall prospecting efforts and open doors to new client relationships.

Taking care of clients is your top priority, so why should you be limited to proprietary solutions? At Prudential Advisors, we are committed to enabling you to deliver the most appropriate advice and solutions. All products align to one payout grid.

Access to several top-industry productivity tools including: Clientlink (powered by Salesforce), eMoney, Morningstar, and a robust managed money platform powered by Envestnet. We also offer access to email and social media marketing tools and external leads from SmartAsset.

As a statutory financial professional or an independent financial professional, you can count on fair compensation. In fact, as an independent financial professional, you’ll receive up to 90% payouts on anything you sell. As a statutory financial professional, you will receive a full benefits package, including company-sponsored benefits.

We believe teaming is not just a program. It's a way of doing business. Financial professionals, advisors and planners who join teams are more efficient and more productive and have higher assets under management (AUM) per client.

Join Prudential Advisors and your transition will be supported by a close partnership with local office leadership, operations personnel, and dedicated resources from our Transition & Onboarding Solutions team.

Business Models

Statutory Financial Professional

Join us and get the best our office has to offer as well as benefiting from the relationships, reputation and support of Prudential. With local leadership and a global powerhouse, we both have your back.

Independent Business

We welcome independent financial professionals who want to work with us. You can enjoy upsides like no product quotas, ongoing local office support and access to Prudential expertise, including leads support and marketing.

Start a New Career at Pru

Interested in starting your career in finance or looking for a career change? Prudential offers guidance to help you recognize your needs and goals including tips to help you take your next step.

2021 Trophy Dinner held May 2022 at Saratoga Winery

Pacific Financial Group was able to celebrate our Trophy Win for the first time ever at Mountain Winery in Saratoga. Our Hawaii advisors, leaders, and staff had the chance to be flown up to the event alongside their spouses and guests. It was a memorable night that NOCA will always cherish. Thank you to our incredible team for making this incredible success possible for our Firm. We look forward to our continued success in 2022 and beyond!

Interested? We'd love to hear from you.

Whether you're an experienced financial planner, financial advisor or financial professional thinking of moving your practice, a recent grad, or a professional who is interested in a career change, you can contact us confidentially. Our Business Development Director and Recruiter is the first step, so please reach out.

1063807-00002-00

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