Careers

Be a Part of Something Great

OUR VISION

We’re here to do good while transforming the funeral service profession.

Joining PreNeed Advisory means being part of something that’s never been done before — a once-in-a-lifetime opportunity to make an impact.

We value our people deeply and foster a workplace where everyone can thrive. We welcome team members with diverse backgrounds and expertise, and we invest in a culture that encourages continuous learning and professional growth.

Our approach blends the strength and stability of a larger company with the close-knit feel of an independent boutique to ensure our team has the support, autonomy, and purpose to grow with us for the long term.

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OUR VALUES

Built on Trust, Supporting Growth

Revolutionizing Pre-Need Fund Management with Transparency and Innovation

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Trust

We exist to serve the funeral service profession for their benefit. Our success can only come when our clients succeed.

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Innovation

Through thoughtfulness and technology we can innovate in great ways.

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Transparency

Transparency builds confidence and earns trust. When it comes to pre-need, transparency has been lacking.

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Performance

Performance is fundamental to PNA’s mission. Our objective is to produce investment returns that keep pace with inflation.

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Community Reach

With our marketing first strategy we expand the reach and presence of funeral homes in their community.

OUR CULTURE

Driven by Purpose

“We believe in the value of what we do, and we’re looking for those who share our drive for innovation and commitment to something bigger than themselves.”

John Simpson
CEO
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Current Openings

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This website is a publication of PreNeed Advisory, LLC (“PNA”), which is a registered investment adviser in the state of California with a primary business location in Newport Beach, California. Not all services will be appropriate or necessary for all clients, and the potential value and benefits of the adviser’s services will vary based on each client’s investment and financial circumstances. Specialized services or levels of experience should not be construed as a guarantee of client satisfaction or any particular outcome. Past performance does not guarantee future results. There can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by PNA) will be profitable or equal to any historical performance level. All investing involves risk, including the risk of loss.