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Misty Weltzien Clu Chfc Cfp

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Misty Weltzien Clu Chfc Cfp

Managing Partner | Pacific Advisors

Newport Beach, California, United States

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Misty Weltzien Clu Chfc Cfp

Summary

Misty Weltzien is a dynamic Managing Partner at Pacific Advisors, where she excels in attracting and developing financial advisors. With a strong commitment to diversity and inclusion, she advocates for women in the financial services industry. Misty is a passionate speaker and best-selling author, focusing on work-life balance and professional fulfillment. Her leadership style emphasizes an "others focused" approach, enabling those around her to thrive. Misty has a rich background in financial planning, holding multiple prestigious certifications, including CFP and ChFC. Outside of her professional life, she enjoys traveling with her husband and two sons, Jackson and Ryder. Her volunteer work with Big Brothers Big Sisters reflects her dedication to community engagement. Misty's journey is marked by a blend of expertise, leadership, and a genuine desire to inspire others.

General

Generalist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Sustainability

Organisational experience

Corporate Experience

Non-Profit Experience

Misty Weltzien Clu Chfc Cfp

Work Experience

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Managing Partner at

Pacific Advisors

January 2012 - Present

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Volunteer and Committee Member at

Big Brothers Big Sisters

March 2009 - Present

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Managing Partner at

Pacific Advisors

Present

💼

President at

Naifa Orange County

June 2010 - September 2017

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Director of Training and Development and Financial Advisor at

Northwestern Mutual

January 2007 - January 2012

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Misty Weltzien Clu Chfc Cfp

Education

THE AMERICAN COLLEGE, Chartered Leadership Fellow, Clf

January 2020 - January 2021

THE AMERICAN COLLEGE, Chartered Financial Consultant, Chfc

January 2010 - January 2011

THE AMERICAN COLLEGE, Certified Financial Planner, Cfp ®

January 2009 - January 2011

THE AMERICAN COLLEGE, Chartered Life Underwriter, Clu

January 2008 - January 2010

Cathedral City high school

Frequently Asked Questions about Misty Weltzien Clu Chfc Cfp

What is Misty Weltzien Clu Chfc Cfp email address?

Misty Weltzien Clu Chfc Cfp's primary email address is *************@pacificadvisors.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Misty Weltzien Clu Chfc Cfp work for?

Misty Weltzien Clu Chfc Cfp is a Managing Partner at Pacific Advisors, a company specializing in Monetary Authorities-Central Bank.

Where Misty Weltzien Clu Chfc Cfp graduated from?

Misty Weltzien Clu Chfc Cfp holds a degree in from THE AMERICAN COLLEGE.

How can I directly contact Misty Weltzien Clu Chfc Cfp?

To contact Misty Weltzien Clu Chfc Cfp directly, you can use the email address *************@pacificadvisors.com. Complete contact information is available upon registration with Muraena.

Who is Misty Weltzien Clu Chfc Cfp?

Misty Weltzien is a dynamic Managing Partner at Pacific Advisors, where she excels in attracting and developing financial advisors. With a strong commitment to diversity and inclusion, she advocates for women in the financial services industry. Misty is a passionate speaker and best-selling author, focusing on work-life balance and professional fulfillment. Her leadership style emphasizes an "others focused" approach, enabling those around her to thrive. Misty has a rich background in financial planning, holding multiple prestigious certifications, including CFP and ChFC. Outside of her professional life, she enjoys traveling with her husband and two sons, Jackson and Ryder. Her volunteer work with Big Brothers Big Sisters reflects her dedication to community engagement. Misty's journey is marked by a blend of expertise, leadership, and a genuine desire to inspire others.

Misty`s contact details

mail

*************@pacificadvisors.com

Colleagues

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Enrique Enriquez

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Christopher Real

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Janis Bride

Chief Financial Officer (CFO)

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