Alisa Sakowitz

MBA

Alisa Chatham Sakowitz joined Pacific Advisors, Park Avenue Securities and Guardian Life in 2014. She has over 25 years of experience in the investment industry.

Alisa is third generation in financial services, following in the footsteps of her father, step-mom and grandparents as well as several aunts, uncles and cousins. The industry is in her blood. Having had a perspective on other careers from fellow students while completing her MBA at UC Berkeley, Alisa affirmed her own belief that working with clients to help navigate the tightly intertwined worlds of financial planning and investing would be her life’s work.

Upon graduating from The University of Arizona with a degree in Creative Writing and a minor in Finance, Alisa began her career at Morgan Stanley where she spent sixteen years in roles ranging from advisor to sales and branch manager. Alisa has been responsible for hiring, training, and helping established advisors to evolve their practices while connecting clients and advisors with the vast resources of their investment firm. Holding these different roles provided immeasurable perspective on various ways to work with clients and the almost innumerable approaches to investment management.

Alisa transitioned from Morgan Stanley to Park Avenue Securities after a successful career in order to work with her family in their investment management practice at Park Avenue Securities, a subsidiary of Guardian. It remains a point of pride that virtually all of her clients made that transition with her. The Chatham family’s history with Guardian dates back over forty years as Alisa’s father founded the Sacramento Agency for Guardian. Park Avenue Securities sponsored Alisa to take her securities licensing exam prior to graduating from college. Having returned “home” to Guardian and Park Avenue Securities in 2014, Alisa now appreciates the latitude offered by Park Avenue’s investment platforms.

Alisa’s primary focus continues to be helping clients to formulate goals and execute a sound strategy based on achieving reasonable risk adjusted returns. This requires taking a hands-on approach, working closely with associated advisors such as CPAs and attorneys to help ensure desired outcomes as it relates to taxation and estate planning as well as family members and trustees, as appropriate, to achieve smooth transitions and responsible stewardship of multi generational wealth.

Alisa and her husband, Rob, live in Sacramento with their two sons. Rob is a photographer by trade but focuses his time on being a stay-at-home dad. The family loves to travel, cook, garden and read when they are not snow skiing or running from one kids’ sport to another.

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. CA Insurance License #0C75476.