Principal, Rangel/Schaffer of Pacific Advisors, Inc.
Marguerite Rangel* JD CLU® ChFC® and Andrea Schaffer CLU® ChFC® are with Pacific Advisors in Pasadena, California. Their 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. They serve clients on a nationwide basis.
Marguerite received her Bachelor of Arts in French from Humboldt State University and her Juris Doctor from the University of San Francisco, School of Law. 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 Chartered Financial Consultant® (ChFC®) and Certified Life Underwriter® (CLU®) 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. She is a member of the Mexican American Bar Association for which she served several terms as an officer and trustee. Marguerite is a founding member of the Board of Trustees of The Valor Academy, a charter academic middle school created for underprivileged youth in Los Angeles.
Marguerite and Andrea are Investment Advisor Representatives of Park Avenue Securities (Series 65) and have General Securities Representative (Series 7) registrations.
They are members of American Association of Life Underwriters and serve on the AALU Charitable Planned Giving Committee.
Marguerite and Andrea volunteer for the Susan G. Komen for the Cure, March of Dimes, Stephen S. Wise Temple and St. Monicas Catholic Community charities.