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Misty Weltzien Clu Chfc Cfp
Misty Weltzien Clu Chfc Cfp
Managing Partner | Pacific Advisors
Newport Beach, California, United States
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.
Misty Weltzien Clu Chfc Cfp
Work Experience
Managing Partner at
Pacific Advisors
January 2012 - Present
Volunteer and Committee Member at
Big Brothers Big Sisters
March 2009 - Present
Managing Partner at
Pacific Advisors
Present
President at
Naifa Orange County
June 2010 - September 2017
Director of Training and Development and Financial Advisor at
Northwestern Mutual
January 2007 - January 2012
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
California State University-Long Beach - College of Business Administration, Bachelor Of Science
January 2004 - January 2007
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
*************@pacificadvisors.com
Colleagues
Managing Director (Northern/Central CA)
Chief Operating Officer
President
Founder and Chief Nēxt Officer®
Managing Director
Managing Partner
Managing Director
CFO
Chief Financial Officer (CFO)