The Guardian Life Insurance Company Of America
JD, CLU®, ChFC®
Marguerite Rangel JD, CLU®, ChFC® is a Wealth Management Advisor with Park Avenue Securities in Beverly Hills, California. A longtime member of the State Bar of California and a National Football League Players Association Financial Advisor, she is skilled in working with her clients in matters concerning wealth preservation and protection and tax mitigation. She serves clients on a nationwide basis. Her practice focuses on all aspects of planning for individuals and business owners, with special knowledge in charitable planning, estate tax issues, executive benefits, and business succession. Services include insurance planning and design, premium financing, pension design and retirement strategies, estate planning, cash flow analysis, investment portfolio analysis and management.
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 in Arcata, California. 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.
She is a member of a number of professional associations including the American Association of Life Underwriters where she serves on its Ambassador Committee, The Society of Financial Service Professionals, 100 Women in Finance and other organizations. She serves on the boards of numerous nonprofit organizations.
Marguerite is an Investment Advisor Representative of Park Avenue Securities (Series 65) and has General Securities Representative (Series 7) registrations.