Scottsdale, AZ E. Doubletree Ranch Rd Office

Team
Updated today
Guardian Life logo

Guardian Life

Enterprise

Firm-wide stats for Guardian Life

Total advisors

1,911

Across 508 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

7373 E. Doubletree Ranch Rd, Suite B 155

Scottsdale AZ 85258

Advisors at this office

2

Advisors at this office

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Jeffrey K

PFS™, Series 63, Series 66

Scottsdale, AZ

Guardian Life

Jeffrey Kirshner is a financial advisor with Guardian Life, holding the PFS™ designation and Series 63 and 66 licenses, with 24 years of industry experience. He has worked at Park Avenue Securities since 2002. Outside of his advisory role, he serves as a trustee for multiple family trusts and is a member of the Congregation Beth Israel Endowment Committee in Scottsdale, AZ. Park Avenue Securities, a subsidiary of Guardian Life, 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, model-based strategies, and digital advisory solutions tailored to client needs.

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 K

ChFC®, Series 63

Scottsdale, AZ

Guardian Life

Michael Klarfeld is a financial advisor at Guardian Life with 42 years of industry experience. He holds the ChFC® designation and Series 63 license, and has been with Guardian Life since 1992. Klarfeld is also involved with Kirshner & Klarfeld Financial Group, an insurance and financial services firm focusing on life, disability, and long-term care insurance. Guardian Life, through its Park Avenue® Wealth Management subsidiary, provides brokerage and advisory services to individuals, corporations, retirement plans, and nonprofits. The firm offers a combination of advisor-led discretionary management and model-based strategies, access to proprietary and third-party programs, and integrated solutions that include insurance and alternative investments.

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
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