Irvine, CA Michelle Drive Office

Team
Updated today
Guardian Life logo

Guardian Life

Enterprise

Firm-wide stats for Guardian Life

Total advisors

1,911

Across 509 offices

Clients per advisor

42 Low

Avg AUM per client

$230,599 Low

HNW client ratio

22% Typical

About

Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management and a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides both brokerage and investment advisory services to individuals (including high‑net‑worth clients), corporate and retirement plan sponsors, charitable organizations, and businesses. Its network of investment adviser representatives offers financial planning, subscription‑based and ongoing consulting, group financial education, and access to proprietary wrap programs as well as select third‑party advisory solutions.

The firm combines advisor‑led discretionary management with model‑based strategies delivered through proprietary programs and third‑party platforms, using Envestnet for overlay and administrative services and Pershing for custody and clearing; it also offers a digital advisory solution (VestWise) with model portfolios from Franklin Advisers. Client relationships are tailored by IARs who may implement discretionary or non‑discretionary mandates, coordinate ERISA‑related retirement plan services, and provide tax‑sensitive or subscription business planning and consulting support.

Noteworthy features disclosed in the brochure include an established connection with Guardian Life that provides access to insurance products and certain alternative investments, use of the iCapital alternative‑investment platform and a disclosed relationship involving Hamilton Lane warrants held by GLIC. The firm also highlights less common operational offerings — a vendor‑owned Fiscalyze business consulting tool used by some IARs, an array of integrated lending options (non‑purpose loans, SBLOCs, BNY Mellon credit and mortgage programs), and recent program changes such as closing its Foundations SM and Quantitative Innovations SM programs to new investors effective January 31, 2026.

Based on Guardian Life

Expertise

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Based on Guardian Life

Occupation focus

Founder/Business Owner Executive Financial Professional

Based on Guardian Life

Demographic focus

Approaching retirement Established Professionals Mid-Career Professionals

Based on Guardian Life

Location

2875 Michelle Drive, Suite 110

Irvine CA 92606

Advisors at this office

28

Advisors at this office

user avatar

Kevin L

Series 63, Series 65

Irvine, CA

Guardian Life

Kevin Leon is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses with 30 years of industry experience. His prior experience includes roles at National Planning Corporation and Trilogy Capital, Inc. Outside of his advisory work, he serves as a high school kicking coach at Orange Lutheran High School. 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 a combination of advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms, and delivers tailored client relationships across a range of financial planning and consulting services.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
user avatar

Eileen R

Series 66

Irvine, CA

Guardian Life

Eileen Rice is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and 28 years of industry experience. She has worked at Park Avenue Securities and Guardian Life since 2012, and previously at Mass Mutual Investors Services and Osaic FA, Inc. Rice teaches aspects of the Living Balance Sheet software and philosophy as a faculty member. 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 a range of financial planning, advisory, and consulting services, combining advisor-led management with model-based strategies and access to proprietary and third-party platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
user avatar

Jared F

Series 63, Series 65

Irvine, CA

Guardian Life

Jared Furlong is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 designations. Although he has less than one year of industry experience, his background includes recent roles at both firms. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and investment solutions through advisor-led and model-based strategies, integrating proprietary programs and third-party platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
user avatar

David B

Series 63, Series 65

Irvine, CA

Guardian Life

David Bolton is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked in multiple roles at Guardian Life and Park Avenue Securities since 2016. Outside of his advisory work, Bolton is involved in providing life insurance services beyond Guardian policies. 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 provides tailored client relationships through a combination of advisor-led discretionary management, model-based strategies, proprietary programs, and third-party platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
user avatar

Allyson B

Series 63, Series 65

Irvine, CA

Guardian Life

Allyson Bonner is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. She has one year of industry experience and has worked at Guardian Life, Park Avenue Securities, and Pacific Advisors. Outside of advising, she is involved in outside insurance sales. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and advisory services to individuals, institutions, and charitable organizations. The firm offers tailored financial planning and discretionary management using proprietary and third-party platforms, combined with access to insurance products and alternative investments through its connection with Guardian Life.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
user avatar

Chester P

Series 65

Irvine, CA

Guardian Life

Chester Peach is a financial advisor at Guardian Life with 39 years of industry experience. He holds a Series 65 designation and has worked at Guardian Life since 2008, following six years at PRUCO Securities, LLC. In addition to his advisory role, he is involved in group medical benefits sales and service through Professional Choice Insurance. Guardian Life’s subsidiary, Park Avenue Wealth Management, offers brokerage and investment advisory services to individuals, high-net-worth clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of advisor-led discretionary management and model-based strategies, providing access to proprietary and third-party solutions, insurance products, and integrated lending options.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
user avatar

Cheryl D

Series 66

Irvine, CA

Guardian Life

Cheryl Donnelly is a financial advisor with Guardian Life, holding a Series 66 designation and bringing 23 years of industry experience. She has worked at Guardian Life and its related entities since 2014 and previously was with Arete Wealth Advisors and Private Wealth Advisors. Outside her advisory role, she conducts financial education workshops and serves as a successor trustee and co-executor of family trusts and estates. Guardian Life's subsidiary, Park Avenue Securities LLC, offers brokerage and advisory services to individuals, retirement plan sponsors, and organizations, combining advisor-led discretionary management with model-based strategies and access to a range of proprietary and third-party investment solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
user avatar

Jeffery C

CFP®, Series 63, Series 65

Irvine, CA

Guardian Life

Jeffery Clemons is a CERTIFIED FINANCIAL PLANNER™ professional with 33 years of industry experience. He is currently with Guardian Life and Park Avenue Securities, having held prior roles at Mutual of Omaha, Mass Mutual, and Northwestern Mutual. Clemons also engages in offering insurance products outside those available through Guardian and its subsidiaries. Park Avenue Securities, 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 tailored client solutions through advisor-led discretionary management, model-based strategies, and access to proprietary and third-party platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
user avatar

Michael M

Series 66

Irvine, CA

Guardian Life

Michael Mares is a Series 66-licensed financial advisor with Guardian Life and Park Avenue Securities, based in Irvine, CA. He has three years of industry experience and previously worked at Pacific Advisors LLC and Gilbert Z. Mares & Associates, Inc. Outside of his advisory role, Mares serves as Government Relations Chair for NAIFA California, acting as a liaison with policymakers and handling legislative analysis and advocacy. He is also a committee chair for Cub Scout Pack 361 and holds board membership at NAIFA-Los Angeles. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and nonprofits. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
user avatar

Juan T

Series 66

Irvine, CA

Guardian Life

Juan Thorn is a financial advisor with Guardian Life and holds the Series 66 designation. He has six years of industry experience, including roles at both Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, Thorn is involved in insurance sales separate from Guardian Life. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm provides tailored financial planning and consulting through advisor-led discretionary management, model-based strategies, and access to proprietary and third-party investment platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
user avatar

Christine L

Series 63, Series 65

Irvine, CA

Guardian Life

Christine Lapidus is a financial advisor at Guardian Life with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at both Guardian Life and its subsidiary Park Avenue Securities in various roles since 2016. Outside of her advisory work, she is involved in selling fixed life, health, and disability insurance products through companies other than Guardian. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions through advisor-led discretionary management, model-based strategies, and a digital advisory platform, combining access to insurance products and alternative investments with integrated lending and business consulting tools.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
user avatar

Robert B

Series 63, Series 65

Irvine, CA

Guardian Life

Robert Bukacek is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 16 years of industry experience and has previously worked at Mass Mutual Investors Services. Outside of his advisory role, he hosts a life coaching podcast called Rob Bukacek Life Coaching. 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 a combination of advisor-led discretionary management and model-based strategies, along with access to insurance products and alternative investments through its affiliation with Guardian Life.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
user avatar

Brandon A

Series 66

Irvine, CA

Guardian Life

Brandon Au is a financial advisor with Guardian Life and holds a Series 66 credential. He has 21 years of industry experience, including roles at Park Avenue Securities and MML Investor Services. Outside of his advisory work, he is involved with Plan C Agency, a non-investment related business he has managed since 1996. Guardian Life’s subsidiary, Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies, providing tailored financial planning and consulting supported by proprietary and third-party platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
user avatar

Linda N

CFP®, Series 63, Series 65

Irvine, CA

Guardian Life

Linda Neuenburg is a CFP® with nine years of industry experience, currently serving as a financial advisor at Guardian Life. Her previous roles include six years at First Financial Consulting and multiple positions within Guardian Life and Park Avenue Securities. She also provides financial reporting consulting services for Pasadena Nazarene Church and Lake Avenue Church and holds an active CPA license. She works with Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm provides a range of financial planning, consulting, and investment management solutions tailored to client needs, combining advisor-led discretionary management with model-based strategies and digital advisory platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
user avatar

Michael O

ChFC®, Series 63, Series 65

Irvine, CA

Guardian Life

Michael Oliver is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation and Series 63 and 65 licenses, with 21 years of industry experience. He has held roles at both firms since 2012, alternating between Guardian Life Insurance Company and Park Avenue Securities. Outside of finance, he serves as a board member of the June Lake Fire Department. Park Avenue Securities, 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 a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party investment platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)