About Me

Jonathan Vasquez is a highly skilled financial planner and investment advisor representative with a specialty in designing custom solutions tailored to each individual’s needs. With extensive experience in tactical portfolio design and investment strategies, he has successfully served thousands of high-net-worth clients, guiding them through various economic challenges. Jonathan’s holistic approach to retirement planning and income strategies, supported by cutting-edge software and technology, has earned him a reputation as a trusted advisor among affluent clients.

A fiduciary who holds a Series 65 securities license, as well as a Life and Health Insurance license, Jonathan is committed to educating himself on the latest long-term retirement planning and investment trends. He maintains his expertise by staying at the forefront of his field, ensuring that his clients receive the most up-to-date advice and recommendations.

As an Air Force veteran and professional financial advisor, Jonathan takes pride in providing his clients with a high level of expertise and professionalism. He is dedicated to helping them achieve their financial goals and secure their financial future. In his free time, Jonathan enjoys attending air and car shows with his family and spending time at the beach. He currently resides in Thousand Oaks, CA, with his wife, Alexis, and their two sons, Daxton and Declan, as well as their two cats