Misty Weltzien

Title: Managing Partner, CLU, ChFC, CFP
Company: Pacific Advisors
Traveling From: Newport Beach, California

As  a Managing Partner for Pacific Advisors, Misty Weltzien oversees talent acquisition and development for her firm’s 13 offices along the west coast. Misty is passionate about recruiting, attracting, and developing experienced advisors looking to take their practices to the next level, and career changers who feel financially or intellectually stagnant. Her passion helped her grow a scratch office to 30 producers and over $5.6M of revenue in under 5 years. Prior to being promoted to Managing Partner, Misty was awarded the number one Managing Director spot in the country for Guardian. 

Originally from Palm Springs, CA, Misty moved to Orange County to attend California State University Long Beach, where she received a degree in Finance. She and her husband Travis live in Tustin, CA and are both very active in their community. Misty is involved with Big Brothers Big Sisters OC, the OC Food Bank, and Bikes for Kids. She is also the Immediate Past President for the National Association of Insurance and Financial Advisors OC.

In addition to her degree in finance, Misty is also a Certified Financial Planner (CFP®), a Chartered Financial Consultant (ChFC®), and a Chartered Life Underwriter (CLU®). Each of these additional levels of education, some taking several years to attain, enable her to better serve the needs of her community.