Our Charitable Planning Specialist Team

Opportunity

Pacific Asia Museum will provide you with the unique opportunity to strategize with Katherine Murray-Morse and Andrea Schaffer to maximize the efficiency of your charitable giving.  They will work with you to envision a superior financial future, then help you, step by step, build towards that future.  They do this by showing you a clear picture of where you are today and listening to your concerns for tomorrow, to meet all of your financial goals. This includes retirement income, the inheritance you will leave behind, and the legacy you leave to the Pacific Asia Museum.  By recognizing your desires and spotting the things that must change, they can help you build financial wealth as you create richer lives for yourselves and your families.

Katherine Murray-Morse

Katherine Murray-Morse serves as part of a volunteer team dedicated to assisting Pacific Asia Museum donors and friends.  Katherine is a financial professional who has been involved with philanthropic organizations in a personal and professional capacity throughout her 25+ year career.

Philosophy:

Every individual, family and business owner is unique.  Katherine is committed to providing a thoughtful, grounded and insightful planning process that combines technical experience with a collaborative and creative approach.  Her goal is to provide situational awareness and help clients understand their options serving as the catalyst that enables them to realize their legacy during their lifetime.

Specialization:

Katherine has a broad and varied background working with individuals, families, business owners and non-profits. She has always taken a holistic approach and developed strong relationships with her clients by working with a team of professionals to implement planning, financing, investment management and estate planning strategies.

Andrea Schaffer, CLU®, ChFC®

Andrea Schaffer serves as part of a volunteer team dedicated to assisting Pacific Asia Museum donors and friends. Andrea is a financial professional who has been involved with philanthropic organizations in a personal and professional capacity for over fifteen years.

Andrea's 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.  She serve clients on a nationwide basis.

Andrea earned her Bachelor of Arts in English from the University of California in Los Angeles and a Master of Arts in English Literature from Claremont Graduate School.  She received her Chartered Financial Consultant® (ChFC®) and Certified Life Underwriter® (CLU®) designations from the American College in Bryn Mawr, Pennsylvania.

Andrea is a longtime member of the National Association of Women Business Owners, who in 2005 recognized her work by inducting her into its prestigious Hall of Fame.  In 2010 she became a trustee of the Pacific Asia Museum in Pasadena.

Andrea is an Investment Advisor Representatives of Park Avenue Securities (Series 65) and has her General Securities Representative (Series 7) registrations.
She is a member of American Association of Life Underwriters and serve on the AALU Charitable Planned Giving Committee.

Andrea volunteers for the Susan G. Komen for the Cure, March of Dimes, Stephen S. Wise Temple and St. Monicas Catholic Community charities.