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Makoa H
Series 66
Costa Mesa, CA
Guardian Life
Makoa Hotz is a financial advisor at Guardian Life with a Series 66 designation and two years of industry experience. His work history includes roles at Guardian Life Insurance and Park Avenue Securities. Outside of his advisory duties, he works as an independent contractor in insurance. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, businesses, and retirement plan sponsors. The firm combines advisor-led discretionary management with model-based strategies and offers a variety of financial planning, consulting, and institutional services.
Jack C
Series 63, Series 65
Costa Mesa, CA
Guardian Life
Jack Chou is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior work includes roles at MML Investors Services LLC and MassMutual Life Insurance Company. Outside of his advisory work, he serves as a trustee for his parents’ investment accounts. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers customized client solutions through advisor-led discretionary management, model-based strategies, proprietary wrap programs, third-party advisory options, and a digital advisory platform.
Arthur V
Series 63, Series 65
Costa Mesa, CA
Guardian Life
Arthur Veyna is a financial advisor at Guardian Life with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Securian Financial Services and Park Avenue Securities. Outside of his advisory role, he serves as chairman of the Lambda Chi Alpha National Fraternity Southern California Alumni Association and is on the investment committee of PSZ Housing Corporation, a 501(c)(3) organization. Guardian Life’s subsidiary, Park Avenue® Wealth Management, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, and integrated lending options.
Joseph S
Series 63, Series 65
Costa Mesa, CA
Guardian Life
Joseph Silla is a financial advisor with Guardian Life in Costa Mesa, CA, holding Series 63 and Series 65 credentials and 16 years of industry experience. His career includes roles at Park Avenue Securities and MassMutual. He also provides clients with insurance products such as long-term care, income annuities, disability, and life insurance outside of Guardian. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary wrap programs, third-party advisory solutions, and a range of financial planning and consulting services.
Alfred V
Series 66
Costa Mesa, CA
Guardian Life
Alfred Valencia is a Series 66-licensed financial advisor with nine years of industry experience, currently with Guardian Life. He has worked with both Guardian Life and its subsidiary Park Avenue Securities since 2014. Outside of his advisory role, Alfred is a part owner of a small family restaurant where he helps manage kitchen staff. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, serves individuals—including high-net-worth clients—corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of brokerage and advisory services, combining advisor-led discretionary management with model-based strategies delivered through proprietary and third-party platforms.
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