Our Charitable Planning Specialist
Alzheimer’s Greater Los Angeles will provide you with the unique opportunity to strategize with Marguerite Rangel, maximizing the efficiency of your charitable giving. Marguerite and her team will work with you to envision a superior financial future, then help you, step by step, build towards that future. She does this by showing you a clear picture of where you are today and listening to your concerns for tomorrow, which includes retirement income, the inheritance you will leave behind, and the legacy you leave to Alzheimer’s Greater Los Angeles. By recognizing your desires and spotting the things that must change, they can help you build financial wealth by reducing taxes through charitable giving, as you create a richer life for yourself and your families.
Marguerite Rangel,JD, CLU®, ChFC®
Marguerite Rangel* JD CLU® ChFC® is with Pacific Advisors in Beverly Hills, California. Her practice focuses on all aspects of planning for individuals and businesses, with special knowledge in charitable and investment planning, estate tax issues, executive benefits, and business succession. A National Football League Players Association Financial Advisor, she is exceptionally skilled in working with clients to address issues of wealth protection and tax mitigation. She serves clients on a nationwide basis.
Marguerite received her Juris Doctor from the University of San Francisco School of Law and her Bachelor of Arts in French from Humboldt State University. She studied at the Universidad Nacional Autonoma de Mexico in Mexico City and at the Alliance Française and the Institute of International and Comparative Law, both in Paris. She received her Certified Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) designations from the American College in Bryn Mawr, Pennsylvania. A longtime member of the State Bar of California, she is also a member of the National Association of Women Business Owners and serves as a trustee of the Los Angeles chapter’s foundation. Marguerite is a founding member of the Board of Trustees of Valor Academy, a charter academic middle school created for underprivileged youth in Los Angeles. Valor Academy recently merged with Bright Star Schools, a larger charter school organization where Marguerite serves on its board.
Marguerite is an Investment Advisor Representative of Park Avenue Securities (Series 65) and has General Securities Representative (Series 7) registrations.
She is a member of American Association of Life Underwriters, and serves on the AALU Wealth Transfer Committee, the Society of Financial Service Professionals, and other professional associations, and serves on the boards of numerous nonprofit organizations.
Marguerite Rangel [California Insurance License no. 0C11037 Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 3585 Maple Street, Suite 140, Ventura, CA 93003, 909-399-1100. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Pacific Advisors LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through One Pacific Financial & Insurance Solutions LLC, DBA of Pacific Advisors LLC. Pacific Advisors LLC is not a registered investment advisor.
*Not Practicing for Guardian or any affiliates or subsidiaries thereof Guardian, its subsidiaries, agents or employees do not give tax or legal advice. You should consult your tax or legal advisor regarding your individual situation.
Gear #: 2013-14349